How do I add an IRA-type account (traditional IRA, Roth IRA, Education IRA, SEP-IRA, SIMPLE, or Keogh plan)?

Even if you don't currently have securities with fluctuating prices in your IRA or Keogh plan, it's a good idea to add the account as an IRA account rather than an asset account. You might want to change the investment later, and the IRA account type allows you to track security prices.

To add an IRA account, use the basic procedure for adding an investment account.

Notes

If you have more than one security in your IRA, put them in the same IRA investment account, even if the securities are managed by different mutual fund managers. If you transfer an IRA security from one manager to another, Quicken can still track the performance of your IRA as a whole.