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

Last Updated: 16 Mar 2017

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.


Did this answer your question?

Related Answers

Related topics

, , ,