Investment Holdings Incorrect After Download

RH913RH Member
edited March 2020 in Investing (Windows)
How do I change a muni bond's name and replace it with a muni bond that is actually listed on my brokerage site, instead of one that I sold long ago?

[edited for readability]


  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    Uncheck the "matched with online security" box in security details. Then when next prompted (either immediately or at next OSU) with window to match to an existing holding or make it a new holding, select NO (new holding). You can then change the individual transaction(s) assigned to the wrong bond to the correct bond.
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