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Security

This setting allows you to set the ticker for substitute securities at the account level, or globally at the security level. The substitute security is the security that replaces the primary, or parent, security. For example, if you want to replace MSFT with GOOG, MSFT is the primary security and GOOG is the substitute.

When you set it at the global level, the setting is called Security.

At the account level, it is called Substitute Securities, to be clear that you use this to set the security or securities you want to use as substitutes for the primary security.

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.