How To Combine Two Investments

You can combine two investments from the same account, from different accounts, and even from different investors.  This may be necessary if a mistake is made in a download or an investment changes name or cusip and you get an additional investment added to your database.

There is a special Utility to Combine Investments:

1.Click on Investments on the Sidebar Menu to get the Investment Sidebar Menu.
2.Click on the Utilities Icon.
3.Click on Combine Investments.

We recommend you review the Help on each screen of the Combine Investments Wizard.

 

See Also

Combine Investments Wizard

 

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There is no way to reverse this process, so be sure you don't mix up the investments you want to combine.