In the Account Tree
Investments
Charles Schwab
Stock
Press New - Enter Stock Symbol in Account Name -- Enter full name in
Description -- Parent Account = Stock -- Account Type = Stock --
Security/Currency Press Select --> Select Security pop up - Namespace = All
Non-currency -- The help says to put where this stock is traded in this box
(Namespace) but when I enter the stock name in the Security box the
Namespace box returns to All Non-Currency. Only options are New and
Cancel. Click New and get New Account pop up. Whenever I enter anything
in the Full Name box, the OK is grayed out and I cannot proceed.
What am I doing wrong?
Bob
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