Working with Investment Accounts
Screen BS403S03 - Working with Investment accounts

To display this screen:

1. ADDING: (From the Investment program - BS431)
   Click on the Add button in the initial screen BS431S01.
   Click the option Add an Account
2. ADDING: From the Bank Accounts program - BS403
   Click on the Add button in the initial screen (BS403S01) of the Setup>Accounts program.
   Screen BS403S02 will appear. Change the Account type to Investment.
3. EDITING or DELETING
   Use the Setup>Accounts program BS403.
   Edit an Investment account.
   -OR-
   In the Home screen, select an Investment account. Click the Edit button.
   -OR-
   In the Investment program, click the Edit button and click Edit an Investment account
    

In this section:

1. The Use a Linked Cash Account for my Cash Balances checkbox
2. The Tax Deferred checkbox

The Use a Linked Cash Account for my Cash Balances checkbox

Referring to this Screenshot
Check this checkbox if this Investment account is managed by your broker.
The linked Cash account will reflect the money transfer between you and your broker.

After a Buy, Sell or Div transaction there may be a small amount (the Cash Balance) held in your account.

The Tax Deferred checkbox

Tax Deferred (When Checked)
Include Interest or Gains in my Tax Reports
When you Sell an Investment, Bank Genie will present a screen to calculate Capital Gains.
Screenshot

Tax Deferred (When Un-Checked)
Do not include Interest or Gains in my Tax Reports

More info (from Wikipedia)
https://www.investopedia.com/terms/t/taxdeferred.asp
Tax-deferred status refers to investment earnings such as interest, dividends or capital gains that accumulate tax free until the investor takes constructive receipt of the gains. The most common types of tax-deferred investments include those in individual retirement accounts (IRAs) and deferred annuities.