Problem exchanging equity shares.

GMW2 Member ✭✭
Suntrust recently became Truist. Quicken struggled with the transactions that initially resulted in both Truist and Suntrust shares in the portfolio.

I have sorted the Truist transaction but I have tried a Sell transaction on all STI shares and a separate remove shares transaction all to no avail Suntrust is still there with the original share count.

 Online help recommended creating and downloading a new account - which eliminated the STI holding but now all the cost basis information for the portfolio has to be manually re-entered!

 Help. Thanks!

Best Answer


  • GMW2
    GMW2 Member ✭✭
    John thanks very much for the quick and accurate reply. I worked my way through the register for that equity and poof it finally adjusted it out of the account correctly. Thanks again.
This discussion has been closed.