Re: Changing the name on Investment Account

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Posted by Mark on May 21, 2007 at 21:34:03:

In Reply to: Changing the name on Investment Account 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

Hi Tim,

Yes, you can change the name. Right mouse click on the investment, and choose "Properties...". On the "General" tab you can edit the investment's name.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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