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Investment Account Register



Step 1    Click on an investment account.
Step 2    Click on the Register tab.


This register allows you to input transactions for all of your stocks and securities in much the same way as you would enter transactions in regular accounts. Click on the New Transaction button. Enter the transaction type, date of the transaction, number of shares purchased, any commissioned paid, and the security involved in the transaction. To finalize the transaction, click on the Record button.