How do I set up an investment account in Quicken?

Setting up an investment account in Quicken is a straightforward process. First, the user should open Quicken and navigate to the Account List. This is typically found under the 'Tools' menu. Once in the Account List, the user will see an option to add a new account. Clicking on this will prompt a selection, and the user should choose "Investment Account" from the list of available account types. After selecting the investment account option, the user will be guided through a setup wizard. This will involve entering essential details about the account, including the financial institution name, the account number, and the type of account being established, such as a brokerage or retirement account. The user will then be prompted to link to their financial institution to download transactions automatically. This can be done by selecting the institution and entering the required login credentials. If the user prefers to enter transactions manually, they can skip this step. Finally, once the account is set up, the user can begin to track their investments, add transactions, and manage their portfolio. Quicken provides various tools to help monitor performance and generate reports. For further guidance, users may find additional information on the Quicken website relevant to their specific version.