Transamerica Retirement Account Downloaded as "Unidentified Security"

zaroukia

In Oct 2017, a Transamerica retirement account that previously imported into Quicken correctly (.qfx file import) started importing into Quicken as an "Unidentified Security". It regained the ability to download as the correctly named security in April 2019. I ignored dealing with the mislabeled entries and the havoc they played on my balances and totals because they were otherwise accurate but now that I would like to fix them, I find myself unable to change the "Unidentified Security" to the one it belongs to for each incorrectly attributed transaction. It seems my only option is to manually delete and replace them, which would take a LONG time. Does anyone have a suggestion?

jr7107

Occasionally I have had the "Unidentified Security" show up in an account. Usually it was related to a same day transaction and then an account update. I always addressed it same day to ensure the security was matched correctly to the Security List. 

The Security List and corresponding tickers need to match that position in the account for it to reconcile correctly with the broker. But I know no other method to change the transaction other than manually.

jr7107

Occasionally I have had the "Unidentified Security" show up in an account. Usually it was related to a same day transaction and then an account update. I always addressed it same day to ensure the security was matched correctly to the Security List. 

The Security List and corresponding tickers need to match that position in the account for it to reconcile correctly with the broker. But I know no other method to change the transaction other than manually.