Continue with problem (below) even after attempted fix (further below). Please let me have your thoughts on how to solve this.
Thanks. Jay. =====================================PROBLEM:
FI downloads have transactions for stock A, already on security list, but it does NOT appear in dialog box asking if a security should be considered new or equivalent to an existing one on list shown.
If I respond NEW, error message indicates security exists, but it's not on list so I can't connect them.
If I don't say new, there is nothing to pair it up with, so I wind up with stock A, stock A a, stock A b, stock A c, etc. after a number of weeks of downloading transactions about stock A.
I also wind up with short sales and other anomalous transactions.
ATTEMPTED FIX:
Uncheck box indicating securities (stock A and all stock A x variations) matched to online FI. Changing transactions of all stock A x variations to stock A Deleting all securities of stock A x variety Letting new download reestablish connection of stock A to FI. =====================================