Edit Security Dialog Box

If the ticker symbol or name of this security has changed, you can update it here.

If ticker symbol changed:

1. In the New ticker box, type in the new ticker symbol for the security. (If you don't know the new ticker symbol, click on the magnifying glass symbol to search for the new ticker.)

2. Click OK. You will be returned to the Holdings screen and the security will be updated.

If security name changed:

1. In the New name box, type in the new security name.

2. Click OK. You will be returned to the Holdings screen and the security name will be updated.

If bond attributes changed:

1. Enter appropriate changes in the following boxes: New name, Coupon, Credit quality, Maturity date, or Current price.

2. Click OK. You will be returned to the Holdings screen and the bond information will be updated.