CUSIP vs Ticker Symbol

I have a 529 plan that, my broker says, does not have ticker symbol. He did
give me a CUSIP number. Is there a way to add this invetment by the CUSIP
number rather than the ticker symbol?

via_newsgroup
Mon Nov 01 22:27:01 CST 2004

In microsoft.public.money, "Rob Molnar" <Rob
Molnar@discussions.microsoft.com> wrote:

>I have a 529 plan that, my broker says, does not have ticker symbol. He did
>give me a CUSIP number. Is there a way to add this invetment by the CUSIP
>number rather than the ticker symbol?

There is a way to define the investment and leave the Symbol blank.
You could add the CUSIP into a comment.

If you later do OFX download of that security, the CUSIP will be
involved, but it will be fairly hidden. It is important in that case
that you identify that the download investment is the same one that
you already entered.

Michael
Wed Nov 03 14:38:18 CST 2004

FWIW, bonds have a field for their CUSIP and Money treats the CUSIP as a
ticker symbol.

--
Michael Gordon
MVP


"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:qv2eo0h78949qaicbriktc5856rsr3ej7l@4ax.com...
> In microsoft.public.money, "Rob Molnar" <Rob
> Molnar@discussions.microsoft.com> wrote:
>
>>I have a 529 plan that, my broker says, does not have ticker symbol. He
>>did
>>give me a CUSIP number. Is there a way to add this invetment by the CUSIP
>>number rather than the ticker symbol?
>
> There is a way to define the investment and leave the Symbol blank.
> You could add the CUSIP into a comment.
>
> If you later do OFX download of that security, the CUSIP will be
> involved, but it will be fairly hidden. It is important in that case
> that you identify that the download investment is the same one that
> you already entered.
>
>
>