How do I enter a security CUSIP instead of its symbol?

cebeck
cebeck Quicken Windows Subscription Member ✭✭
in Investing (Windows)
I have a security that has changed and apparently I have to use its CUSIP to update the price. It will not update using the symbol.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    The CUSIP ID is provided by the financial institution when we download transactions. The CUSIP ID is assigned to a Quicken security when we match an online security to a Quicken security.  

    If you haven't already, you may want to review: https://www.quicken.com/support/how-update-security-prices


  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Price updates from Quicken's quote provider are only available for publicly traded securities that have a valid ticker symbol (not CUSIP).

    If your security is not publicly traded but you are downloading transactions, you should get price updates when you download.
    QWin Premier subscription

Categories