Changing the name on Investment Account
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Posted by Tim Hawkins
on May 21, 2007 at 21:26:43:
Hi Mark,
Is there a way to change the investment name? For example I have have a fund called Excelsior Value and Resturcturing Fund (UMBIX) The investment name says "EXCELSIOR FUNDS INC E002703. This is not very clear to me has to the fund type/family. It looks like this name is assigned automatically during the auto download process. Is this correct? I have other funds that are not clearly described in the investment name.
Thanks for your help in advance,
Tim
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