Set up an investment account in the MSN Money Portfolio Manager
Before you can add investments to the Portfolio Manager, you must set up an investment account.
  1. Go to the Portfolio Manager.
  2. In the left pane under Common tasks, click Work with accounts, and then click Add an account.
  3. Follow the instructions on the screen.

Note

You don’t have to add individual investments to the account during setup. You can add them later.

Related topics

Add a new investment to an account in the Portfolio Manager

Change how the Portfolio Manager groups investments

Close an account in the Portfolio Manager

Microsoft Money arrowbluedown Set up an investment account in the Portfolio Manager

Set up an investment account in the Portfolio Manager