Change of investment name

Bernard Worsley

• 05 February 2026 23:07

I have followed the "Help" instructions but i am unable to select the company name.  This is in the "Investment Securities" list.  Selecting the relevant security and then trying to select the name of the investment.  It's like the Code, name and security description are locked.  How can I fix this so I can amend the name of the investment?

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• 

  Andre Jones

  • 06 February 2026 01:06
  • Edited

  Hi Bernard,

  Thanks for reaching out via the Community.

  The reason you’re experiencing this is that once an investment security code has been created, the investment code can no longer be edited directly. This is why the code, name and security description appear locked in the Investment Securities list.

  There are a couple of ways to update the investment name, depending on the reason for the change:

  Option 1: Transaction Recode (for an incorrect company name)
  If the investment account was set up with an incorrect name, you can use the new Transaction Recode to recode all historical transactions to the correct investment account. Please note that you will need to create the new investment account before using the Transaction Recode. 

  Option 2: Corporate Actions - Takeover or Merger
  If the name change is due to a takeover or merger, this should be processed via the Corporate Actions screen. For ASX-listed securities, there may already be a Takeover or Merger notification available that includes all the required changes. Please note that with this option, this will not change any historical transactions. 

  Please let me know which scenario applies, and I’ll be happy to guide you through the next steps.

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