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Tracking an RSU grant works best if you use a separate brokerage account. For more information on setting up a separate brokerage account. To do this:

1. Select the Add Account Image Modifiedicon on the top right of the Account Bar.
   Image Modified
   You can also add a new account by selecting Tools → Add Account from the top menu.
2. Select Offline Account.
3. Under Investing & Retirement, select Brokerage.
4. Select Complete Investing and click Next.
5. Follow the on-screen instructions.

Once you have a brokerage account ready, set up your RSU Grant.

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