How to Match a Security online

cjpagano · January 2020

I have a bond position that was matched incorrectly at purchase in 2018. Can I change its online match?

Thanks!!

q_lurker · January 2020

Yes. Edit the security details in Quicken for the mis-matched bod. Uncheck the box "Matched to online security". Go to Tools / Online Center for that brokerage, Holdings Tab. Click Compare Portfolio to get the opportunity to rematch the bond.

q_lurker · January 2020

Yes. Edit the security details in Quicken for the mis-matched bod. Uncheck the box "Matched to online security". Go to Tools / Online Center for that brokerage, Holdings Tab. Click Compare Portfolio to get the opportunity to rematch the bond.

How to Match a Security online

Best Answer

Answers

Categories