Change the name of investment funds

jpreine
jpreine Member ✭✭
edited September 26 in Investing (Windows)

Given the recent acquisition of Credit Suisse by UBS, I need to change the name of a few investment funds in Quicken. Is the easiest way to do this to just change the name of security via "edit security list" option?

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Best Answer

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓

    Yes, exactly. I did that myself for some Credit Suisse ETNs I have.

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓

    Yes, exactly. I did that myself for some Credit Suisse ETNs I have.

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