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- In Quicken, choose Window > Securities. Your security list is displayed.
- Select the two securities that you'd like to merge. Select one security, hold down the Command ? key, and select the second security.
- Some securities of differing types cannot be merged (a bond and a stock, for example). When attempting to correct an error where the wrong security type was applied to a transaction, we recommend that you correct the transaction itself by editing and choosing the correct security, instead of merging.
- Click the Merge Securities button.
- On the Merge Securities window, click Merge to complete the action.
- If the securities you are merging have different details (such as a different spelling or capitalization of the security name or different ticker), you will be prompted to select the preferred details before the merge.