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Extensible Markup Language  |  2003-06-18  |  2KB  |  39 lines

  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="226244" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Create an investment account</title>
  6.         <category>investing</category>
  7.         <klink type="prcdr">How do I create an investment account?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>Creating an investment account is the first step in entering your investments into Money. The next step is to add your individual investments to the account. Create one investment account for each brokerage statement you receive. For example, if you and your spouse each have an account at a brokerage, with many investments in each account, you would create two accounts for that brokerage.</p>
  14.             </reveal>
  15.         </extend>
  16.         <ol>
  17.             <li>Have your investment records handy.</li>
  18.             <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account Setup</emph>.</li>
  19.             <li>Click <emph>Add a new account</emph>.</li>
  20.             <li>Enter the name of the investment firm or financial institution that holds the account, and then click <emph>Next</emph>.</li>
  21.             <li>Click <emph>Investment</emph> as the type of account you want to create, and then click <emph>Next</emph>.</li>
  22.             <li>Follow the instructions on the screen.</li>
  23.         </ol>
  24.     </content>
  25.     <footer>
  26.         <extend>
  27.             <tease>How do I record investments that I hold personally (rather than through a broker)?</tease>
  28.             <reveal>
  29.                 <p>Create the account just as you would create an account from a broker. Give the account a unique name that identifies it as your non-broker investments.</p>
  30.             </reveal>
  31.         </extend>
  32.         <p><klink type="auvid" href="mnrefSpecialAvi11"/></p>
  33.         <include href="createaretirementaccount.xml#xpointer(*/index/klink)"/>
  34.         <include href="Createa401kaccount.xml#xpointer(*/index/klink)"/>
  35.         <include href="downloadAStatementViaMyBankOrBrokersWebSite.xml#xpointer(*/index/klink)"/>
  36.         <include href="choosewhichinvestmentaccountstosetup.xml#xpointer(*/index/klink)"/>
  37.     </footer>
  38. </topic>
  39.