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To edit a user-defined security, etc.

  1. From the Tools menu, click Edit Definition Master. The Definition Master opens to the Securities screen. (If you want to edit something other than a security, click on the appropriate heading.)

  2. Select the security you want to edit by checking the box to the left of the security name.

  3. From the Action menu, click Edit. The definition dialog opens.

  4. Make the desired edits.

  5. Click Save + Close. The edits are saved. You return to the Securities spreadsheet.