When you add an account, Quicken adds the new account to the Account List (choose Tools menu > Account List). In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track all your finances in one place.
- Click the Add Account Select the Add Account
icon on the top right of the the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Enter the name of your brokerage and select.
- Follow the on-screen instructions.
...