Knowledge Base / Investment Accounts

12 articles in the Investment Accounts section in our Knowledge Base.

• Create an Investment Account

  First published July 21, 2017. Updated: September 21, 2023

• Investment Account Registers

  First published July 21, 2017. Updated: September 21, 2023

• Adding Securities

  First published July 21, 2017. Updated: September 21, 2023

• Security Prices

  First published July 21, 2017. Updated: September 21, 2023

• Entering Holdings

  First published July 21, 2017. Updated: September 21, 2023

• Fixing mismatched securities from downloads

  First published April 02, 2015. Updated: September 21, 2023

• Lots vs Average Cost Purchases

  First published July 21, 2017. Updated: July 21, 2017

• Security Subtypes

  First published July 21, 2017. Updated: July 21, 2017

• Stock Spinoff

  First published July 21, 2017. Updated: July 21, 2017

• Track Precious Metals

  First published July 21, 2017. Updated: September 21, 2023

• Represent Property as Investment

  First published July 21, 2017. Updated: July 21, 2017

• Peer-to-Peer Lending

  First published July 21, 2017. Updated: July 21, 2017