If you've already entered your investment information in Money, you can link your Money account with the Portfolio Manager on Investor's Web site to take advantage of Investor's portfolio tracking features.

1  On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Investments.

If you haven't yet set up any accounts to track in Investor, the Investor Portfolio Manager Setup Wizard will launch, and you'll be prompted to link your Money accounts to Investor. Follow the instructions on screen to link selected Money accounts.

If you've already set up accounts to track in Investor, you'll need to launch the Investor Portfolio Manager Setup wizard yourself. Choose New Account on the File menu in Investor, select Linked to Money 99, and follow the instructions to link the Money accounts you choose.