Add Investments Account Manually
If your investments cannot be imported using apps, you can manually add your investment account.
Web
Mobile
Web
Steps to Add Your Investment Account Manually
Go to Investments
Navigate to More > Investments.
Click on Add Manually
Select the option to manually enter your account details.
Enter Relevant Details
Fill in the required fields:
- Name (e.g., Broker or Account Name)
- Account ID
- Description
Create Your Account
Click Proceed to save your account details.
Note: Check this article to learn how to add trades manually.
Mobile
Steps to Add Your Investment Account Manually
Go to Investments
Navigate to More > Investments.
Click on Add Manually
Select the option to manually enter your account details.
Enter Relevant Details
Fill in the required fields:
- Name (e.g., Broker or Account Name)
- Account ID
- Description
Create Your Account
Click Proceed to save your account details.
Note: Check this article to learn how to add trades manually.
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