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How To Add a New Security to Your 401(k) Portfolio

Updated: 8/11/2011 | Article ID: GEN82472

To add a new security to your 401(k) portfolio, you need to update your 401(k):

  1. Choose Tools menu > Account List, and then double-click your 401(k) account.
  2. Click Update 401(k) Holdings.
  3. Enter the date of your latest statement (the one that shows the new security), and then click Next until you find the screen labeled Your current 401(k)/403(b) securities.
  4. Click Add New Security and enter the name of the new security.
  5. Click OK.
  6. Enter the information for the new security when prompted.
 
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