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| You can set up a separate account for each stock you own, or one account to track all your stocks. Generally, it makes sense to set up one account to match the stocks you hold with one broker. That way your Quicken account will always match your broker's statement. From the My Finances screen, click the Create an Account option. The Create New Account wizard will begin to walk you through the steps of creating a new account. |
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| Click the Brokerage option under the Investments category, then click the Next button to continue. |
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| Enter the name of this account and, if you like, enter information such as a brief description of the account and the name of the financial institution or brokerage company that maintains the account for you. Click Next to continue. |
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| If you have signed up for on-line services for this account, you can indicate that here. For more information about using Quicken on-line, see the group of "On-line Investing with Quicken" tutorials in the "On the Web" section. |
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| If you are allowed to write checks against the balance in this account, or if you can use a debit card with this account, choose the "Yes" option. Otherwise choose "No." Click Next to continue. |
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| You can set this account up to track stocks or mutual fund shares. For this example we are using stocks. Click Next to continue. |
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| Enter the date on which you will begin tracking this account in Quicken, and the value of any cash balance that is in the account on that date. Click Next to continue. The next screen asks if this is a tax-deferred account. For this example we will assume this is not a tax-deferred account. |
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| The final screen is a summary screen, displaying the information that you entered on the prior screens. Check to see that everything is correct, and make any necessary changes. Click the Done button when you are finished. The next tutorial explains how to set up particular stocks in this brokerage account. |
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United States
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