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How to Match a Security online

I have a bond position that was matched incorrectly at purchase in 2018. Can I change its online match?

Thanks!!

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Yes. Edit the security details in Quicken for the mis-matched bod. Uncheck the box "Matched to online security". Go to Tools / Online Center for that brokerage, Holdings Tab. Click Compare Portfolio to get the opportunity to rematch the bond.

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Yes. Edit the security details in Quicken for the mis-matched bod. Uncheck the box "Matched to online security". Go to Tools / Online Center for that brokerage, Holdings Tab. Click Compare Portfolio to get the opportunity to rematch the bond.

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