Contents of this article:
- How to Manually Match or Re-Match Tickers in Your Linked Portfolio
- How to Reconnect a Linked Portfolio
Manually Match or Re-Match Tickers in Your Linked Portfolio
Since we cover multiple stocks from different exchanges worldwide, there’s a possibility that some tickers in your portfolio may be matched to a different company and/or different exchange when linking to your brokerage account.
To address this, we have added a feature that enables you to easily rematch your tickers with the correct company and market exchange.
- To start rematching, simply click the three horizontal dots beside the company and select the ‘Re-match holding’ option.
- Search for the correct company either by typing the ticker or the company name.
- Choose the correct company and exchange to ensure the accuracy of your portfolio. Once you have confirmed the company and exchange, click the 'Match Ticker' button.
Reconnecting Your Linked Portfolio
- Step 1: Delete the existing linked portfolio
- First, you’ll need to remove the existing connection to reset your portfolio’s link to your brokerage. Follow the instructions outlined here.
- Step 2: Create a new connection
- Once you’ve removed the old connection, you can set up a new link with your brokerage account. Please refer to the instructions here.
Still have questions or need further assistance?
Don't hesitate to contact our support team through our support contact form or email us directly at support@simplywallst.com. We're here to ensure you have the best experience possible.