Reverse split new cusip

Me's Avatar


15 Feb, 2021 08:17 PM

How do I account for a reverse split that also changed cusip?

  1. 1 Posted by Stuart Beesley ... on 15 Feb, 2021 08:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Trying to clarify your question... Do you need to fix the cusip linkage for online account downloads? If so, the toolbox extension can do this for you in the OFX Banking Menu

    If not, does the cusip matter to you? Is it actually the same stock?
    - You can always use the MD split function; just put in a reverse ratio.

    If it's actually a new stock, then perhaps you need to sell, create a new security, and buy.

    Just some ideas

    (not support, just a fellow user)

  2. 2 Posted by Me on 16 Feb, 2021 02:45 PM

    Me's Avatar

    It was a reverse split and changed cusip but same stock/ticker. So maybe it's just a Sell and Buy?

  3. 3 Posted by Stuart Beesley ... on 16 Feb, 2021 02:50 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you don't care about the buy/sell date for capital gains, then personally I would sell/buy to keep all records nice and tidy... But otherwise just create the split on the security screen..

  4. System closed this discussion on 18 May, 2021 03:00 PM.

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