Merging Securities Issue
I have 2 retirement accounts (401A, 403B) through Fidelity that invest in the Vanguard Institutional Total Stock Market Index Trust. As a trust, these funds don't have a symbol but when downloaded, it looks like there are two different securities (Institutional Total Stock Market Index Trust and Institutional Total Stock Market Index Trust 2). I confirmed, that the daily prices are identical; it's just an erroneous naming convention. When I tried to merge these securities all shares in one of the accounts were removed, but the transactions were still in the ledger for the updated security name. Is there an alternative to show my investments for the same trust under the same security name?
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