Click on the image below to view additional information about the selected field.
Procedure
To edit an existing brokerage account:
Click the My Settings tab at the top of GainsKeeper. The My Settings page displays.
Click the Edit Brokerage Account link under Maintain your accounts. The My Settings: Edit Account Info page displays.
Select the account to edit from the Select an Account drop-down list.
Select the name of the brokerage to edit from the Brokerage Name drop-down list. If your brokerage does not display in this list, click the New Brokerage Name radio button and type the name of the new brokerage in the field provided.
Select the type of account from the Account Type drop-down list. GainsKeeper is designed to help you manage your investments from a tax perspective, so it is advantageous to add taxable accounts to your portfolio. However, you can also enter your IRA and 401k accounts into your portfolio. Click here to view options for this field.
Regular (taxable)
Retirement (non-taxable)
Mark-to-Market
Type a brokerage description in the Acct. Number/Description field. You can use your actual account number as the description, but it 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" or "My Options Account" provide a description of the account's function that will help distinguish the accounts when recording trades.
Select the status from the Visible/Hide Status drop-down list.
Select the appropriate options in the Tax Efficient Selling table. For the displayed tax year, set the selling methodology for your portfolio to HIFO, LIFO or FIFO (default). For mutual funds, select whether sells should be made using the same methodology as your portfolio, or if they should be made using Average Cost.
To save your changes, click Save. To leave this page, without saving your changes, click Cancel.
Example
Click here to view an example of the My Settings: Edit Account Info page.
Click on the image below to view additional information about the selected field.
