Inactive security in account

netr@cer's Avatar

netr@cer

03 Feb, 2023 07:28 PM

In the Securities Detail tab : Edit Security, I checked the box for 'Inactive'. This removed the security from the dropdown (and subsequently can't see the price graph or register detail.
How does one undo that add the security back? I tried add security, but the security in question doesn't show up because it is still considered part of the account.

  1. 1 Posted by Stuart Beesley ... on 03 Feb, 2023 07:45 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Tools/accounts.

  2. 2 Posted by Stuart Beesley ... on 03 Feb, 2023 07:46 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    (Yup. Securities within investment accounts are technically / actually accounts)

  3. 3 Posted by netr@cer on 03 Feb, 2023 09:20 PM

    netr@cer's Avatar

    Right. not sure how I missed that, I only checked like every single dialog box... :D

  4. 4 Posted by dwg on 03 Feb, 2023 11:29 PM

    dwg's Avatar

    When you assign or associate a security with an Investment account you are creating a sub account for that specific security in the Investment Account.

  5. System closed this discussion on 05 May, 2023 11:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

21 Apr, 2024 07:38 AM
21 Apr, 2024 07:16 AM
21 Apr, 2024 07:10 AM
21 Apr, 2024 06:49 AM
21 Apr, 2024 06:48 AM