Identify financial institution when prompted to "choose security that matches the information below"

gbonawitz's Avatar


13 Jan, 2023 01:46 PM

Hi. Between my wife and myself we have a few different investment accounts.
Naturally every once-in-a-while when downloading all transactions I get a pop up (window ~ title = "Question") asking me to indenfity a security that was downloaded to see if it matches an existing security.

I think most of the time it's a legit new security and I can say "None of the above"... but if I want to go check my account on a financial institution website to confirm I don't know which site was being download when MD came upon the unrecognized security.

It'd be nice if the financial institution was named in the pop-up window.

  1. System closed this discussion on 14 Apr, 2023 01:50 PM.

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