Portfolio Setup (Mac)

To create a portfolio account on the Mac, click the Investing tab in the toolbar, then choose File > New Account. The New Account Assistant window appears, asking you to specify the financial institution for the account.

There are only a limited number of financial institutions supported on the Mac for online brokerage access; see page 132 for a list. If your institution is on the list, select it and click Continue. If your financial institution does not appear on the list, select This account is not held at one of the financial institutions listed above , and then click Continue.

On the next screen, in the Investments section, choose the kind of investment account you want to set up, then click Continue.

You're next asked to give the account a name . Type it into the Account name field, then click Continue.

Enter the last statement date, then if the account has a cash balance, enter it in the Cash balance field. Click Continue.

The register for the new Portfolio account opens.