setting up an investment account
Hi all,
I'm new to Money dance and am trying to set up an investment account but honestly I'm not finding it very clear.
1st after creating a new security ho do you enter a purchase of that security, say 5000 shares of X at price 1.57?
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1 Posted by dwg on 19 Jan, 2020 09:08 AM
I'm a fellow.
The set of articles at
https://infinitekind.tenderapp.com/kb/investment-accounts
probably explain it better than I
As well as creating the Investment and the security you have to make sure you associate the security with the Investment account, it is not automatic, I'm not sure if you have done this.
If it has not been done, in the Investment Account you click on the Securities Detail button and on the screen that comes up you click on the Add Security button.
Ethan closed this discussion on 09 Mar, 2020 04:08 AM.