INVESTMENT TICKER SYMBOL CHANGE

jayne3b

QUICKEN INSTRUCTIONS FOR CHANGING TICKER NO LONGER WORK.  THE SYMBOL BOX, UNDER EDIT SECURITY DETAILS, IS BLOCKED SO NO CHANGES MAY BE MADE.  PLEASE ADVISE HOW TO ENTER AS SOON AS POSSIBLE.
Instructions:

1. Click the Investing tab.
   
2. Click the Tools button, and choose Security List.
   
3. Click the name of the security whose ticker symbol you want to change.
   
4. Click Edit Security Details.
   
5. In the Symbol field, delete the old ticker symbol and type the new one.
   
6. Click OK.
   •   What happens now?
     Quicken prompts you as to whether you want to
     keep the price history associated with the old ticker symbol, or delete the
     history and start over. The recommended procedure is to keep the price
     history.
     
7. When Quicken prompts you as to how you want to handle the price history,
   select Copy quotes from [old ticker] to [new ticker].

I'm uing quicken 2017 latest update - one problem after another!!!

Jim_Harman

Is the security you are trying to change one that was created when you set up a 401k account in Quicken? These securities have "-401k" at the end of their name.

You may be able to handle changes to these securities with a Corporate acquisition or Mutual fund conversion transaction. As always, make sure to back up your Quicken file before making any changes