How can I edit the CUSIP ID for a security that I manually set up?

Question

I manually set up a security in Quicken that I hold in a Fidelity account. As part of that set up there was no place to enter the security's CUSIP ID. Now when I download data from Fidelity Quicken can not match the data from Fidelity to the security. How can I fix this?

Sherlock · Accepted Answer

The security's CUSIP ID is assigned when we match the security with an unmatched security identified by the financial institution.  I suggest you uncheck Matched with online security on the Edit Security Details window.

Sherlock · Accepted Answer

If there already is a security assigned the CUSIP ID, I suggest you uncheck the Matched with online security on the Edit Security Details window