Start by copying your backup file in case you want to undo
When this happens at TD Waterhouse/Ameritrade, you are you
downloading an AddShares of a security with the new CUSIP (I will
call AddedOne), and a RemoveShares of the security with the new
CUSIP (RemovedOne). The CUSIP is not going to be displayed. So you
have to decide which of the two that you want to be associated with
your old transactions.... and usually that will be the new one.
So the workaround is to say that the one that is being removed is
some new fake security, with a name and symbol of perhaps ZZZZ1. It
might help to have ZZZZ1 created first.
Then tell Money that AddedOne is already in my account with a
different name -- the name I have been using. Now if you then try
to tell Money that RemovedOne is the same also, you will get into a
repeating loop. Instead say that RemovedOne is ZZZZ1.
After you have done this process, go back and Void both the
AddShares, the RemoveShares, and look for an additional AddShares to
delete that Money might have inserted.
If you have previously given up and said the surviving security is a
new security, you can consider doing File->Restore to a time before
that. If that is not an available option, there is a more complex
I'd like a response if you use direct download to update your TD Waterhouse
account in the MS Money. Whether it works or not, if you've tried the
direct download please respond and mention if it's been useful.
I haven't been able to make sense out of information retrieved into my Money