Setting Up

Ken Riemenschneider's Avatar

Ken Riemenschneider

19 Sep, 2019 03:40 PM

I know I'm dense, but I can't figure out how to add a security to an investment fund. I want to have the individual stocks listed beneath the brokerage on my summary page. Are there easy-to-understand step-by-step instructions on how to set investments up? I have the user manual, but can't figure it out. Sorry, I'm dense.

  1. 1 Posted by derekkent23 on 19 Sep, 2019 05:17 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Have you followed the first three articles is this set of articles https://infinitekind.tenderapp.com/kb/investment-accounts
    If so can you define at what point in the articles things go wrong.

  2. 2 Posted by KEN on 19 Sep, 2019 05:38 PM

    KEN's Avatar

    Thank you! I'll try that right away, appreciate it.

    ----- Original Message -----

  3. System closed this discussion on 19 Dec, 2019 05:40 PM.

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