Just like when we created our checking account, you are will be asked to enter the name of your brokerage. If you elect to do so, the next window will ask you to enter your username and password associated with your account. What you are doing is giving Quicken permission to access and download information from that account. This really automates the process of keeping Quicken up to date. Select the desired account and click Next. Quicken will guide you through the process. Because the process is pretty much the same for each kind of account, we'll just create a Standard Brokerage account. Still, I'd encourage you to click through the steps for each kind of account, just to become familiar with the particulars of each one. There are four types of investment accounts available to you.
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