How do I manually report an investment account?

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You can access your accounts by clicking on the link across the top of your page.

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If your brokerage is not supported for our Secure Import Feature, you have the option to manually reporting your investments.

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Choose the type of account

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Include the name of the brokerage where the account is held

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You have the option to add a Mutual Fund, ETF, or Stock. You also have the option to report cash that you would like to invest.

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Search by the appropriate ticker

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Update the quantity

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Repeat until all positions have been added

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Add another manual account if needed