does trial version have investment
I downloaded trial version. I cannot see a place to add investment account. Does trial version has investment?
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1 Posted by -Kevin N. on 25 Jun, 2022 08:05 PM
The trial version is fully functional including handling investments.
To add an investment account...
https://infinitekind.tenderapp.com/kb/investment-accounts/create-an...
To add securities...
https://infinitekind.tenderapp.com/kb/investment-accounts/adding-se...
Make sure that you create only one instance of any given security regardless of how many investment accounts that it may be held in.
-Kevin N (not a member of MD support)
System closed this discussion on 24 Sep, 2022 08:10 PM.