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Primary Security

The primary, or parent security is the security replaced by a security substitute. For example, if you want to replace MSFT with GOOG, MSFT is the primary security and GOOG is the substitute. This account setting allows you to set the ticker for the primary security for account-level security substitutes.

For more information on security substitutes, see Security Substitutes.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.