new security

Jim Mandell's Avatar

Jim Mandell

14 Jun, 2022 05:23 PM

I sync Moneydance with my Wells Fargo Advisors IRA account. Recently, my broker purchased 200 shares of a new stock. The transaction does not download even though subsequent transactions have downloaded okay. I tried creating the security manually and it is visible in the Securities list, however I can not select it in the register (It is not listed in the drop down list, and if I type it in manually, it defaults to a different security. Bottom line- I am unable to update my account with this recently purchased stock.

Any Ideas?

  1. 1 Posted by Stuart Beesley ... on 14 Jun, 2022 05:28 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Investment account. Securities Tab. Top right (ish), actions. Add Security..

  2. System closed this discussion on 13 Sep, 2022 05:30 PM.

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