Wells Fargo Investment Fund Name Change - Download Issue
My investment fund changed at Wells Fargo. In the qfx file that was downloaded the name changed from 'BlackRock Lifepath Index 2020 NL Fund N' to 'BlackRock LifePath® Index 2020 NL G'. I suspected that Quicken 2017 Premier couldn't deal with the registration trademark symbol in the name. I removed the symbol in the qfx file but that did not help. I have notified Wells Fargo. What happens when opening the qfx file is it appears to recognize that a fund name is new. It allows me to select from 'is this the same fund' or 'new fund' I select new fund as WF actually moved my holdings to that new fund. No transactions appear to allow me to accept into the account. In the account frame at the far left it shows that there are 8 new transactions to accept but Q17 will now show the transactions.
Hopefully between Quicken support (if they pick up this issue here) or WF this will be solved. Please no speeches about community vs. support. I don't have time to walk a L1 support person through this issue.