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Discussion Starter · #1 ·
I am having trouble getting an answer to this. When I view the "asset allocation" of an account there are several in the "other" or "unknown" category. I have gone to the security list and edited them. The problem is is that the edits don't "stick"--every time I download quotes they all slip back to the original "unknown" category. There must be a way to save that edit. Does anybody know? Thanks!
 
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