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Investors & landlords
Thank you for the reply. The problem with that solution is it will let you add a new account, but not add to the already created account. Example: I already entered interest and dividend data for Schwab Acct #1. "Add investments" let's you create a new account (and it appears you can even name it the same name) and the stock sales box selection will appear, but you cannot "Add investments" to the existing account.
‎February 8, 2026
2:20 PM