Knowledgebase
Symbol Name Change and Incorrect Expire Dates
Posted by Henry Gage on 03 December 2009 01:17 AM
Managing symbol details is a big challenge for the reasons that we mentioned. We will continue to look for ways to automate the process while not removing too much control from your process.

To change the name of a symbol you can use one of our tools after first creating or confirming that the new symbol exists.

To Create a new symbol:
1. Edit/Symbol(s) - Add/Modify
2. New (select the radio button at the top of the dialog)
3. Fill in the details
4. Add

To Change a symbol name:
1. Edit/Symbol(s) - Rename/Change Name
2. follow the steps

This will move transactions from the old symbol to the new symbol.

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