I have a security entered in my file with two different names. For example I have Pfizer in a brokerage account with the text name Pfizer. I have the same security in my IRA as Pfizer*. This was done years ago. I would like to have only a single name Pfizer. Does anyone know how to change the name so that only Pfizer shows in both accounts. Today when I tried to drop the * from the Pfizer name in the IRA Quicken would not allow the change. Anyone know how to do this?
Please respond with detailed instructions.
Thanks.