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To merge securities

  1. In Quicken for Mac, choose Window > Securities. Your security list is displayed.
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  2. Select the two securities that you'd like to merge. To select two securities, select the first security, then hold down the Commandkey (⌘) key and select the second security.

    Info

    Some securities of different types cannot be merged (a bond and a stock, for example). When attempting to correct an error where the wrong security type was applied to a transaction, we recommend that you correct the transaction itself by editing and choosing the correct security, instead of merging.

  3. Click the Merge Securities button.
  4. On the Merge Securities window, click Merge to complete the action.
  5. If the securities you are merging have different details (such as a different spelling or capitalization of the security name or a different ticker), you will be prompted to select the preferred details before the merge.