Add a new investment to an account in the
Go to the Portfolio Manager.
In the left pane, click Work with investments,
and then click Set up a new investment.
In the Account list, click the account you
want to add an investment to.
Follow the instructions on the screen to finish setting up the
When you add a certificate of deposit, under
Value, type the total amount paid, excluding
When you add a money market fund, under
Quantity, type the dollar amount of the purchase,
excluding any commission.
When you add an unlisted investment, in the Investment
name box, type Unlisted in the
What kind of investment is it list, and then click
Other. Leave the Symbol box
blank, and then click Finish.
When you add a bond, under Bond Price, type
the price you paid (not the par value of the bond) and use
consistent numbers for price and quantity. Because some bond prices
are based on a par value of $100, but are sold in increments of
$1,000, you may need to multiply the quantity by 10. Adjusting the
quantity for the way the price is quoted will keep your portfolio
value accurate, and won't affect your calculations or