Securities Comparison Mismatch (renamed security)
I have a security (mutual fund) that appears it may have been renamed by the institution but the stock symbol is the same. Every time I update Quicken says I have a mismatch and wants to swap all my current shares for the new shares. But it is the same stock symbol in both the online broker and Quicken so I am not sure why Quicken is not matching these as the same investment.
This discussion has been closed.