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JanetLewis  
#1 Posted : Wednesday, September 29, 2021 11:29:32 AM(UTC)
JanetLewis

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How do I add the cash account in my T D Ameritrade account to my portfolio?
Also, is there a way to import transactions from TD Ameritrade to My Stock Portfolio?

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sean  
#2 Posted : Wednesday, September 29, 2021 12:41:37 PM(UTC)
sean

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Hello,

While there isn't currently an import option, we do have a set of steps for adding a cash account:

Once you're in the MyStockPortfolio section of the site, first click on Utilities, near the top right-hand corner of the screen.
From the Utilities page, click the 'Add new security' link.
On the next page, where the Company name, and Symbol would usually go, enter the name of the account, and a short name such as Bank, Broker, etc. You do not need to fill in an Exchange.
Under the heading for Type, you can select Money Market Fund -or- Cash Equivalent
Click Submit to save the account.

To show a cash value for the account, go to the portfolio you would like to add money to, click Transactions, and then Deposit.
Fill in the date and amount of the deposit, and then click Submit.

The next time that you go to enter transactions, you will be able to select this account to use for a Buy, Sell, Dividend, Etc.
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