How to Match a Security online

cjpagano

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

Thanks!!

q_lurker

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.  

q_lurker

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.