How to create the Investment account

How to create the Investment account

To create the Investment account

Step 1

If you wish to create the investment account, first, on the Set Up Investing Accounts, click the Create New Account button.

Step 2

Next, it will display a Create New Account dialog box and you need to choose the Brokerage option and then click the Next button.

Step 3

Later, enter the Account Name, Description and Financial Institution and click the Next button to follow the wizard step by step and finish the Investment Account setup.