How do I add a Unit Trust equity investment that does not have a NASDAQ ticker?
I have a 401k account at Fidelity that holds company stock aggregated in a Unit Trust. There is no NASDAQ ticker associated with this investment. The price changes with the underlying stock investment but is a different in value. How do I add this to my portfolio? I set up the investment with a different name than the underlying stock and selected Type=Other but am required to use a valid Symbol. I choose the same NASDAQ symbol as the underlying stock. The pricing downloaded is erroneous and messes up my market value! The program is not letting me create the security without a valid NASDAQ symbol. What is the work around?
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