Do you use invoicing for your small business? We want your feedback! Learn More

Fixing Unidentified Security in Schwab Transaction Download

Samuel Member ✭✭✭
edited March 2022 in Investing (Windows)
There are some more involved answers, but what I found that worked for me was simply opening the Security List, going to the misbehaving security, and editing its name. You can then edit it back to its correct name. Note that you first need to identify which security it was, using the Reconcile Shares option in the register's Actions button, or logging into Schwab.
This discussion has been closed.