Adding Securities to an Equity Account

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Adding Securities to an Equity Account

Postby vpeltzer@hotmail.com » Wed Oct 20, 2010 10:47 am

I'm trying to set up an existing IRA account and want to add my positions. I've followed the manual into the Portfolio Manager, Portfolio Tools but nothing happens when I click on Add a new Position. Can you advise what I'm doing wrong?

TIA
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Re: Adding Securities to an Equity Account

Postby mthadm » Wed Oct 20, 2010 12:48 pm

Hello,

You need to select a portfolio in which the position is going to be kept, please create or select an existing portfolio first, then click on Add a new Position, the position dialog will be displayed,


Thanks,
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