What securities are in this account?

Do the following for each security you hold in this account:

Under the Ticker field, enter the ticker symbol for the security. If you know the security ticker, Quicken will download the name for you.
If you don't know the ticker symbol, click the button labeled Ticker Symbol Lookup.
If the security doesn't have ticker symbol (for example, a proprietary security sold by your financial institution), enter a security name in the Security Name.
Don't enter bonds in this dialog. When you're finished setting up securities, open the transaction list, click Enter Transaction, and then choose Bond Purchase.
When you're finished, click Next.