CUSIP and BONDS
After using one step update, new bonds are added to investment accounts with a CUSIP identification number. How can I manually add a bond to the security list by CUSIP number? If I the bond manually there is now way to incorporate the CUSIP number and won't be updated. Sometimes the bond may not even be found. Also, some bonds undergo name changes, i.e. California Bond changes to California Bond New with unique CUSIP numbers. Now this really presents an issue. This really creates a problem with 1099-B reporting. Brokerage houses might report cash in lieu of shares under the old and then under the new CUSIPs. I know how to add the fractional shares and to sell them but I can't sell shares that I cannot enter.