How To Add A Brokerage Account
This step-by-step, narrated, video tutorial will visually teach you how to add a Taxable Brokerage/Investment Account in the Quicken Personal Finance Software suite.
Before You Start:
- Have your latest brokerage account statement, or initial investment account balance (if you have a brand new account) available.
- Optional: Your online credentials/login information for your brokerage/investment account.