Combining security for CDs

I have several cds. Since no cost basis .. I'd like to download all into one security. This way when I pull tax report I can show the total value for my entire account vs. each cd. I thought renaming payee but that does not seem to work in investments. I was going to rename on security list but then it told me duplicate. So I don't think a way to do vs. manual ?

Best Answer

Answers