Add investment accounts

Brokerage

Most investment account types

A brokerage account can hold one or more securities (such as stocks, bonds, or mutual funds), with or without an associated cash management or money market fund (sometimes called a "sweep" fund).

401(k)/403(b)

401(k) or 403(b) accounts

Use the 401(k)/403(b) account type to track employer-sponsored retirement plans. Contributions to these accounts are tax-deferred, and your employer may make matching contributions. Quicken can track your holdings whether or not your statement reports transaction-level detail or the exact number of shares you own.

IRA or Keogh plan

Individual Retirement Accounts and IRA-type accounts

Quicken lets you specify the type:

• Traditional

• Roth

• SEP-IRA

• SIMPLE IRA

• Education IRA

• Coverdell ESA

• Keogh plan

529 plan

529 plan accounts

Use the 529 plan account type to track your education savings account. When you add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred.

Other Investments

Quicken lets you specify the type:

• Employee Stock Options

• RSUs (Restricted Stock Units)

• Investment Partnership

• Other (other types of investments you will enter manually in the investment register)

Single mutual fund

A fund you purchase directly from the mutual fund company. The single mutual fund account type is only for funds that meet these three conditions:

• You buy the fund directly from the mutual fund company

• Your account has no cash balance—any funds you contribute are automatically used to purchase shares; any dividends you receive are either sent to you or automatically reinvested

• If you buy another fund, the mutual fund company requires you to open a separate account