Securities

John's Avatar

John

19 Dec, 2015 05:05 PM

I purchased a security for account 1 and I now want to purchase the same security for account 2. When I try to input the transaction in the register the security does not appear on the security list even though I still hold it in account 1. This did not occur with other securities that i hold in both accounts. Any suggestions?
thank you.

  1. 1 Posted by dwg on 19 Dec, 2015 07:42 PM

    dwg's Avatar

    Did you add the security to the second account, before trying to enter a transaction?

    A security can be held in one or more accounts but it has to be implicitly added to evvery account you want it in.

  2. System closed this discussion on 19 Mar, 2016 07:50 PM.

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