non-taxable fund merger - won't take fund name

jca
jca Member ✭✭
edited February 2024 in Investing (Windows)

I am trying to add shares of PATIENT CAP OPPORT TRUST I to my account - It was a non-taxable addition of shares from Miller Income.

However, when I add in the ticker symbol of LMNOX, it keeps reverting to Miller Income, NOT PATIENT CAP OPPORT TRUST I, which is how my brokerage account tracks it.

How can I fix this?

I am running Quicken R53.32

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Works for me:

    image.png

    Maybe just a lag in Quicken's quote provider or something?

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