Merge Securities in Quicken for Mac
Why do this?
Merge to eliminate duplicate entries
Merge securities when you have duplicate entries in your security list. This will eliminate the duplicate. If you have more than two entries for the same security, merge two at a time until you have just one entry for the security.
Merge to handle symbol changes
If a security you own changed its ticker symbol, this could result in two securities. In this case, you could merge the securities to maintain a single holding and price history. Just make sure to select the new ticker when you merge.
What happens to transactions that already use the securities I am merging?
All existing transactions associated with the securities you merge will share the same Symbol, Security Name and Price History after the merge