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Two funds with same symbol with different names in Q

John Bennett

What is best way to adjust?

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Ps56k2

Need some more clarification or details -

Are there TWO entries in the Security List ?

John Bennett

Yes, tried changing symbols for each but names are still the same

NotACPA

Still awaiting the response to ps56k's question.

volvogirl

What are you trying to accomplish? Do you want them to have the same name and symbol? Or different names and different symbols?

I have the same fund listed with different security names and use the same symbol so that's ok. It's not really proper but I setup the the same fund in different accounts and gave them different names a long time ago. So the same fund is scattered around. like I have Vanguard GNMA listed as
VG GNMA and
VG GNMA IRA Husband and
VG GNMA IRA Wife.

Listed In 3 different accounts and 3 different Security names but all have the same symbol.

Ps56k2

volvogirl said:

What are you trying to accomplish?
Listed In 3 different accounts and 3 different Security names but all have the same symbol.

As mentioned - You can make the "name" anything you want.... it's just text...
BUT the "symbol" is the key and must be unique.
Also as mentioned above - you can have the same "security" in one or several or all of your account.... like AAPL or AMZN or VTSAX