How To Fund My Investment Account

  1. In the Account Bar list, select the account you want to use.
  2. Click Enter Transactions.
  3. From the Enter Transactions list, choose Cash Transferred into Account.
  4. Use this dialog to record a transfer of money into this investment account.
  5. Transferring cash into your investment account establishes a cash balance which can then be used to buy stocks, mutual funds, and other securities.

Notes

Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken-better yet, download them directly from your participating financial institution.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.