American Cetury changed the Real Estate Fund sysmbol to REA1Z from REACX.
I now have 2 investment files, the original one, and the one name REA1Z with 2 dividend transactions.
How do I merge these two files?
Thanks
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MUTUAL FUND SYMBOL CHANGED
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Hi suemcin,
You do not need to create a 2nd investment file for this. It sounds like this may have happened automatically for you when you retrieved transactions? In any event, you can just do this: 1) Modify the symbol of your original REACX by going to "Investment Properties...". 2) Manually record those 2 distributions into your original investment (or just retrieve these 2 transactions). 3) Close the 2nd investment with just the 2 dividends.
2 posts
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