Archive - Creating a new investment subtype

This is an archived document.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

You may want to create a new investment sub-type to track your securities in more detail. To create a new investment subtype, open your investment account register, then under Actions select "Add Security". You will now see this window.


If necessary click "New Security" and create the new security, or select an existing security from the dropdown menu. Now click the small arrow to the right of the Subtype field.

You will see the following window; from here you can add or delete security subtypes.