Brokerage Name field below trade date
When I purchase additional stock shares it has 3 fields: Cost/Share, Shares and Trade Date. Just below Trade Date I would like to see “Brokerage Name”. Under Brokerage Name you should have a pull down menu where it lists what Brokerage it is with. I personally use 2 accounts, but have no way to indicate what brokerage account each stock purchase is with. Some examples are: Fidelity, TD Ameritrade, Pershing. After having this setup you should be able to see the total number of shares you own with each brokerage account as well as the total combined shares you own if you own shares of the same stock with more than one brokerage firm.
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Jeffrey Tome
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