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Symbol (Securities)

The symbol or ticker of the security.

If the security comes directly from your portfolio accounting system, this field populates automatically.

If you're manually creating a new security, you must enter a symbol for the new security. Typically this symbol matches the manual security you're tracking.

For more information about maintaining securities, see Maintain Securities.

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