How do I add a stock, ETF or mutual fund to an account?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments
1. Open ACCOUNTS and INVESTMENTS and choose Edit Investments for the account that holds the security.
2. Select Add CAD Investment or Add USD Investment according to the currency in which the security trades. Choose the investment type, then search for its symbol or name. The search needs at least three characters; for a short ticker, try the company name.
3. Select the correct security from the results. If it is unavailable, enter it with a name and no symbol and keep its values updated manually.
4. Enter your shares, current price or total value, book value and valuation date. Review its asset types, geographic allocation, expected returns, fees and reinvestment setting. Click Save and continue and complete any allocation screen that follows.
Finding a symbol can provide price updates; it does not determine the returns you should assume for your plan. Review the expected-return fields yourself.
If the money used to buy the holding is currently included in Cash, either select Debit the cash investment when adding it or reduce Cash yourself. Check the account total afterwards to avoid counting the same assets twice.