adding a security

William's Avatar

William

Jun 10, 2017 @ 08:43 PM

When I select "Tools>Securities", I see a certain security listed. I can select it and edit it. But when I try to use it in a transaction, it is not offered. Any ideas?

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  1. Archive - How do I add Securities to a new Investment Account?

    This is an archived document. Please refer to the more recent knowledge base articles on this page

    Setting up securities in your investment account happens in two stages:

    1. From the "securities detail" portion of you investment account choose "add security" to create or add to a list of securities that can used in transactions for this account. If you are adding this security for the first time wi...

    See more..

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