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
-
Log In to Online Share Trading and select Portfolio in the left hand menu. If you have not set up ...
-
On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the ...
-
If the ticker (trading) code remains the same, this change will happen automatically. If the company has a new ticker ...
-
Yes. Orders involving any of the following can only be placed over the telephone by calling our share trading team ...
-
Firstly, it's a good idea to check the company's announcements for the terms of the share split. When the share ...
-
To log in to ASB Securities Online Share Trading, go to www.asb.co.nz/asb-securities and click the yellow Log In button at ...
-
You can manually add shares to or remove shares from your portfolio through adding a manual entry. Some of the ...
-
Yes. Orders traded via ASB's share trading service of NZX or ASX stocks will always feed automatically into the Automated ...
-
Unfortunately no. Bond trades don't automatically feed in to your Automated Portfolio when traded over the phone with ASB Securities. ...
-
No sorry. It's easy to export your portfolio information into Excel for personal use but there are no specific tax ...
