What securities are in this account?

This screen appears during investment account setup in Quicken Classic for Windows. It prompts you to identify the securities currently held in the account so Quicken can track prices, update market values, and build your portfolio.

What to enter

For each security you hold in this account:

1. Enter the ticker symbol in the Ticker field. Quicken will use this to download the official security name and price history.

2. If you don't know the ticker symbol, select Ticker Symbol Lookup to search for it.

3. If the security does not have a ticker symbol—such as a proprietary investment from your financial institution—enter the full name manually in the Security Name field.

Note: Do not enter bonds on this screen. To add a bond, complete account setup first. Then open the transaction list, select Enter Transaction, and choose Bond Purchase from the list.

When you've entered all relevant securities, select Next to continue with setup.