How do I record a name change in Online Share Trading of one of the companies in which I hold shares?
If the ticker (trading) code remains the same, this change will happen automatically.
If the company has a new ticker code, how do I update my Online Share Trading portfolio?
If there is also a change to the ticker code, you'll need to add a manual entry.
In your portfolio, simply add a sell transaction to remove shares in the old code and add a buy transaction to reflect the shares under the new code. It's a good idea to check your holdings against the registries record for accuracy.
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the ...