How do I add an investment?
Record an investment account and its positions when they do not arrive through a connection.
Guide based on the current Rank beta
You can add investments from Accounts or from the initial Investments screen. The form supports different position types.
How to do it
- 1Select Add investment.
- 2Enter the institution, such as a brokerage or platform.
- 3Choose the investment type.
- 4Add a name or symbol, quantity and price when applicable.
- 5Save and review the account under Investments.
Keep in mind
- You can also record CETES and other instruments using the available details.
- Value depends on the quantity and the saved or retrieved price.
Was this article helpful?
Your response helps us improve these guides.
Need to make this change now?
Open Rank to continue, or contact the team if the result does not match this guide.