Luis Monteiro Aguiar's Avatar

Luis Monteiro Aguiar

24 Jan, 2024 08:55 PM

How to add an existing security to my Investments account?

  1. 1 Posted by -Kevin N. on 24 Jan, 2024 09:04 PM

    -Kevin N.'s Avatar

    Hi Luis,

    Take a look at this Moneydance KB article.

    One word of advice, create only one instance of any given security no matter how many different investments accounts that it may be held in.

    -Kevin N. (not a member of Moneydance Support)

  2. Maddy closed this discussion on 25 Jan, 2024 01:32 PM.

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