Merge Securities Issue

Mparker7 Member ✭✭
edited October 2022 in Investing (Mac)
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 from the portfolio view/value, 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? It looks like Fidelity uses an ID code (instead of a ticker) but this isn't captured in the download nor can I add it manually.
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