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R
rayade
April 15, 2022
Question

Can I enter information of other investments that I have with the same broker?

  • April 15, 2022
  • 1 reply
  • 0 views
I have more than one investment with one broker. Can I enter manually information of the different investments that I have with the same broker/bank?

1 reply

PatriciaV
PatriciaV
Employee
April 17, 2022

Yes, you can add more investment sales under the same brokerage.

 

  1. Under Wages & Income >> Investments and Savings, click Edit/Add to see a list of the sales you have already entered.
  2. Click the down arrow beside the broker you wish to use, and click Edit.
  3. Under the list on the page "Review your [Broker] sales," click the box for "Add another sale" and follow the prompts.
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