How do I enter preferred shares?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments
Add the holding to the account that owns it, using Add CAD Investment or Add USD Investment as appropriate. Choose Stock and search for the exact preferred-share issue, rather than selecting the company’s common shares. If it is not found, enter a name without a symbol and update its price manually.
On the investment form, select Preferred shares as the asset type. Enter your units, price or total value, book value and expected return components. Review the dividend type rather than relying on the asset name to establish its tax treatment.
The investment type describes the security being entered; the asset type describes its allocation. Selecting Preferred shares for allocation is therefore a separate part of setup.