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A company in my portfolio has changed their code, how do I update this?

When a company in your portfolio changes their ASX code, there are a few steps you must do to reflect the new name.

  1. From your portfolio screen. select the holding under the Securities Held section.
  2. On the next screen, select the Other Transactions button under the Trades and Adjustments section.
  3. Select New Reconstruction from the drop down menu.


  4. Enter the date when the code change occurred, as well as the new code.  Ensure that the new quantity matches the number of shares participating.
    reconn.png

  5. Set Cost base rolled over (%) to 100
  6. When done, select the Save button in the bottom-right corner.

 

Your portfolio will now reflect the new ASX code in your holdings.

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