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Add a Stock To Your Portfolio

Learn how to add stocks one at a time

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Written by Support
Updated over 3 weeks ago

Step 1: On the Portfolio Overview Tab, Click the "Add New Investment" button

Step 2: Enter the stock ticker symbol in the field Labeled "Stock Symbol"

You can search for available stocks/funds and their ticker symbols in the Find Available Symbols box right above it.

Step 3: Enter the Total Number of Shares Purchased

Step 4: Enter the Total Cost to Purchase Those Shares

This is the total cost, NOT the cost per share.

Step 6: Check the Box if you Bought the Shares via Dividend Reinvestment (DRIP)

Step 7: Click "Update"

Upon successful submission, the page will reload with the input.

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