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The investment transaction list can accommodate and display both banking and investing transactions. As with investing transactions, you use specific dialogs to enter your data for common transactions such as writing a check, making a deposit, creating an online payment instruction, and withdrawing cash.
Bill and income reminders are the only banking feature not supported by the investment transaction list, so if you need support for scheduled bills and deposits in the cash portion of your brokerage account, then you still need to maintain a linked checking account.
- Open the account you want to use.
- Click Enter Transactions.
- In the Enter Transaction list, select the appropriate cash transaction type (Write Check, Deposit, Withdraw, Online Payment, or Other Cash Transaction).
- Use the dialog to record your transaction. Click a link below for more information.
- Click Enter/New to enter another transaction, or Enter/Done to finish.
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