Inactive security in account

netr@cer's Avatar


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


  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.

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