Company & Ticker Name Change

Geoff Phipps

• 07 July 2025 08:22

One of my investments in an international ETF has changed its name and ticker.

How do I change the name and ticker to reflect the change?

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  Andre Jones

  • 08 July 2025 05:47

  Hi Geoff, 
  Thank you for creating a community post. 
  The simplest way to change the name and the ticker of an investment is through the new Transaction Recode feature. 

  This will switch all previous historical data from transactions (including historical transactions) to the new Investment. This also includes moving all linked accounts to the new investment account. 

  Please note that you will need to create the new Investment Account before starting the Transaction Recode process. To see how to create a new investment account, please click here. 

  Please let me know how you go with this. 

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