Changing a mismatched security in an investment account

dlessmann

During the One Step Update one of the securities on an investment account could not be matched to an existing security in the account. I manually matched the security; however, now I would like to change it to match a different security. Is this possible, and if so, how can I do it?

Tom Young

Yes, you can do that. "Over in Edit Security Details" uncheck "Matched with online security." With the next download from the investment account you should be asked to match this "unmatched" security with a security already in the Account. Match it to the correct security and that should correct your error.