re-associating auto download symbol with a security
When an auto download happens and MD does not recognize the security identifier associated with a downloaded transaction, MD prompts the user to assign a security (or "none of the above") to the identifier. Subsequent downloads are associated based on the user's selection. Sometimes, the user might make a mistake, a mis-click perhaps, or just a brain fart.
Is there a way to remove the association and re-establish it with another security to apply to future downloads?
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Support Staff 1 Posted by Maddy on 20 Jan, 2022 01:25 PM
Hi Glen,
We are sorry to hear about the problem you have encountered.
To fix this, we must remove the security that was created and reset the sync of the online download, then re-download and properly match the security.
Before following the steps below, you should create backup (File > Export Backup), this will help us return to the previous configuration.
Step one is to go to the Securities Detail area of your investment account and locate the automatically created security. Select the history button and then click the edit button next to the name. You should see an edit security screen. Change the name to "Remove". This is to make sure you are removing the correct security. Now click Ok and Done to return to the Securities Detail window. Because you have not refreshed the page the name has not changed. Now click the remove security button, scroll down until you find the security renamed "Remove". You will be prompted to confirm that you want to remove this security. Type in yes to confirm deletion. At this point the security and transactions should be gone.
Step two is to select Online Banking -> Set Up Online banking, then click the Reset Sync button. Now download your data again from your broker. Only the transactions you deleted (or new ones) should download. When prompted, you can now correctly match the security to the one you entered and subsequent downloads will match these.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by cdr on 26 Jan, 2022 05:55 PM
It would seem to me that a simpler solution would be to list ALL securities currently held in the popup that appears that would allow the user to select the correct security.
I have run across this same problem several times and is rather annoying.
I have several of the same securities shown in my list of securities that have a price of $100. I have disabled "showing on the securities page" to avoid seeing these.
Is there no fix for this to avoid the work around described.
Support Staff 3 Posted by Ethan on 30 Jan, 2022 12:17 AM
Hello,
I agree that this could be simpler, and have passed that feedback on to our developers. I'm afraid what Maddy described is the only way I know of to do this at the moment.
Ethan
Infinite Kind Support
4 Posted by cdr on 30 Jan, 2022 05:11 PM
Thank you Ethan.
I hope the developers can make that change, it would certainly make security updates and additions easier to deal with.
Regards,
Dave
System closed this discussion on 01 May, 2022 05:20 PM.