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Download will not update holding's correct name to correct account

Tony Luers

I have an odd problem. I have Global X Russell 2000 Covered Call ETF (RYLD) in account A. I later added Global X NASDAQ 100 Covered Call ETF (QYLD) into account B. When I receive a dividend for QYLD, the update wants to put it into account B, but it wants to use the Global X Russell 2000 Covered Call ETF (RYLD) name. Every time I have to open the transaction before accepting and click add a security and add Global X NASDAQ 100 Covered Call ETF (QYLD) to change the name. Another odd thing is the share amount, and the dividend amount is correct, it just will not get the name right. How do I fix this?

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Comments

UKR

Check to see that the Security Type for QYLD is correct.
It cannot be Type = Market Index. This type is reserved for real Market indexes like Dow Jones, NASDAQ, etc.
Change to Type = Mutual Fund instead.

Tony Luers

It was listed as a stock, but I changed it to mutual fund anyway. The RYLD is also listed as a stock. I won't know if makes a difference until the end of the month again.