Better Finances for a Better You

Add Holdings

1 Sign in to your Neontra account and select "My Money" in the left hand navigation menu
2 Select the "Investments" tab, and in the Investments section, click "Add"
3 Select which type of holding you own, and the relevant information.
4 Click "Add Stock" or "Add Fixed Income" once finished.
5 Your Holding will appear in your Investment Account.