Setting Up New Security for a New Buy

Richard Byrne's Avatar

Richard Byrne

04 Aug, 2025 12:06 AM

I am trying to add a security, ticker IAI, and use the tools/securities, then select the + for add. I input the name, ticker and for the ID I use the carrot symbol, ticker (^IAI) and for the suffix I input "^IAIshares".

After 5 or 6 attempts, after adding this security, it does not appear in my securities box in the register when entering the buy. How do I get this security to appear in my securities for the buy in the register?

  1. 1 Posted by dwg on 04 Aug, 2025 12:18 AM

    dwg's Avatar

    After creating a security you need to then associate with the accounts you wish to use it in

    See

    https://infinitekind.tenderapp.com/kb/investment-accounts/adding-securities

  2. System closed this discussion on 03 Nov, 2025 12:20 AM.

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