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Account setup brokerage holdings summary

Account setup brokerage holdings summary

Owned by John Hewitt
Last updated: Sept 06, 2020

Use this dialog to confirm your choices.

  1. Confirm the number of shares for each security you own.

    401(k) accounts only: Confirm the number of shares and total market value. If your financial institution doesn't report the number of shares, confirm the market value.

  2. Click Back to make any necessary corrections.

  3. When you're satisfied, click Done.

    Quicken adds the account to your Account List. When you open the account, Quicken will give you a chance to enter additional information.