How can I edit the CUSIP ID for a security that I manually set up?

Charles Brownmiller · April 2019

I manually set up a security in Quicken that I hold in a Fidelity account. As part of that set up there was no place to enter the security's CUSIP ID. Now when I download data from Fidelity Quicken can not match the data from Fidelity to the security. How can I fix this?

Sherlock · April 2019

The security's CUSIP ID is assigned when we match the security with an unmatched security identified by the financial institution. I suggest you uncheck Matched with online security on the Edit Security Details window.

Sherlock · April 2019

If there already is a security assigned the CUSIP ID, I suggest you uncheck the Matched with online security on the Edit Security Details window

Sherlock · April 2019

The security's CUSIP ID is assigned when we match the security with an unmatched security identified by the financial institution. I suggest you uncheck Matched with online security on the Edit Security Details window.

Charles Brownmiller · April 2019

The check box is greyed out and unchecked. Any other suggestions?

Sherlock · April 2019

If there already is a security assigned the CUSIP ID, I suggest you uncheck the Matched with online security on the Edit Security Details window

Charles Brownmiller · April 2019

I discovered that I had another security in Quicken (FBIOX) with the CUSIP ID of the one I was interested in (FSRPX). I don't know how the mix up occurred. I unchecked the "Download asset class information" checkbox for FBIOX and reran the Fidelity download. It filled in the correct CUSIP ID for FSRPX and all is working now. Thanks.

How can I edit the CUSIP ID for a security that I manually set up?

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