I've set up investing
account CP RAIL J TFSA. (I also have an account CP RAIL, which is not a TFSA.)
I enter in the CP RAIL J TFSA account date, #shares, $value and the transfer account. When
I hit enter, window pops up, "Security name required". I click add security,
window pops up "Enter symbol or name". I enter TSE:CP. I select
Canadian Pacific Railway Ltd., hit next. Window pops up, "Review the
details for this new security". I change the name from Canadian Pacific
Railway Ltd. to CP RAIL J TFSA, hit next, done. In the past, whenever I set up
an investment account, the security in the portfolio would be automatically set
up. I did not have to do anything.
Two issues I have: 1. When I view the security list, CP RAIL
J TFSA is not on the list. Why?
2. In the CP RAIL J TFSA
account, the only security I can enter in the security column is CP RAIL. The
entry should be CP RAIL J TFSA. How do I correct this?
I have several other
accounts with similar names but with slight variants as the ones just mentioned,
and the security column entry is always the same as the name of the account, i.e.,
account Bank of Nova Scotia, security column reads Bank of Nova Scotia; Bank of
Nova Scotia J TFSA, security column reads Bank of Nova Scotia J TFSA.
joe
