How do I record a name change in Online Sharetrading of one of the companies in which I hold shares?

Last Updated: 14 Mar 2014

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 Sharetrading 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.


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