LPL Financial web connect symbol names?

dhcernese · October 3

I've been using web connect (file download) from LPL financial for a couple years. I never thought to ask, what are people doing about the symbol and security names? I get

(###) symbol [###] format for my downloads, that results in this mess in my holdings:

Does EWC+ work for them yet? No way I'm going to experiment.

dhcernese · October 4

I found that I needed to edit each security and use the "Lookup…" it found the full name for all of them.

Quicken Anja · October 4

Hello @dhcernese,

https://community.quicken.com/discussion/comment/20513464#Comment_20513464

Thanks for updating your post and sharing what worked!

This will definitely be helpful for others running into the same issue—appreciate you circling back with the solution!

LPL Financial web connect symbol names?

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