Managing Investment Accounts and Downloads

Question

I inadvertantly entered the wrong security in one of my investment accounts when I was downloading transactions - how do I remove that security (can't delete it since it is used in other accounts) and enter the correct one.

Sherlock · Accepted Answer

I suggest you edit each of the transactions referencing the wrong security in the investment account to use the correct security.

markus1957 · Accepted Answer

On the chance you "matched" the wrong security during the download when prompted by a pop-up window, go to Security Details for the wrongly matched security and uncheck the box labeled "Matched with online security". Then re-match it to the correct one when prompted next time by the window.