does trial version have investment

newcomer's Avatar

newcomer

25 Jun, 2022 07:55 PM

I downloaded trial version. I cannot see a place to add investment account. Does trial version has investment?

  1. 1 Posted by -Kevin N. on 25 Jun, 2022 08:05 PM

    -Kevin N.'s Avatar

    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)

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