Create a New Account

Considerations

When you registered with GainsKeeper, you completed the Brokerage Account Setup procedure. During the setup, you were able to select the name of the first brokerage to track in your GainsKeeper portfolio.

GainsKeeper enables you to aggregate all of your brokerage accounts within your GainsKeeper portfolio.

Procedure

To manually add a brokerage account to your GainsKeeper portfolio:

1. Under My Settings, click Create Brokerage Account. The My Settings: Create a New Account page displays.

2. Select the name of the account owner from the Accounts Owner's Name drop-down list.

3. Select the type of account from the Account Type drop-down list. Click here for a list of options for this field.

   • Regular (Taxable)

   • Retirement (Non-Taxable)

   • Mark-to-Market

4. Select the name of your brokerage from the Brokerage drop-down list. If your brokerage does not appear in this list, click the Add New Brokerage radio button and type the name of your brokerage in the field that is provided.

5. Type a brokerage description in the Acct. Number/Description field. You can use your actual account number as the description, but this is not required. If you plan to create multiple brokerage accounts in your GainsKeeper portfolio, it is important to enter descriptions that enable you to tell the difference between each account. For example, descriptions such as "My IRA" and "My Options Account" provide a description of the account's function that will help distinguish the accounts when recording trades.

6. To create the new account, click Save.

Note: To import holdings from an online broker, click here.

Example

Click here to view an example of the My Settings: Create a New Account page.