Find/Replace for securities

I hope I can explain this so it makes sense.
When I set up my 401(K) and my other investments accounts many years ago in Quicken I set them up as Class -A. I have many different accounts using the same securities but they should have been set up as either -A, F-2, R-6
(ie. Europacific Growth Fd Cl A, American Funds EuroPacific Growth Fund Class R-6, American Funds EuroPacific Growth Fund Class F-2).
My 401(k) should only have R-6. I guess my question is, is there a find and replace for securities? The find/replace that is under edit will not work. I can't change the security in the security list for a different class because that changes all the accounts. I could add the new class and change them manually, but there are too many transactions. Any thoughts or tips would be greatly appreciated.
Thank you!

Best Answer


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Aren't the different classes assigned a different stock ticker symbol ?
    and therefore should appear as totally unique and separate ?

    QWin Deluxe Subscription - sticking with R47.15 - Win10

  • Kicki
    Kicki Member ✭✭
    Thank you Jim, great suggestion.
  • Kicki
    Kicki Member ✭✭
    Yes they are, but when I added them I didn't use the ticker symbol. I was young and not that bright at the time. ;)
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