Option trades no longer recognized downloading from Fidelity

rajeev48105

I trade options which have a distinct symbol for each strike and expiration so have built up a large number in my list of securities. When closing out a trade, Quicken used to do a good job creating the corresponding security and though the matching of the closing trade was still manual it used to suggest a match that was right fairly often. Now Quicken has just stopped recognizing any option transaction, so it downloads as an unidentified security. Because I trade a fair number of options, now it has become a problem keeping track of the trades and reconciling accounts because all options are called "unidentified security" and share the same price history.

Quicken Diana

Hello @ rajeev48105

Thank you for posting in the Community though I’m sorry that you are having this issue with the investment feature. I believe the steps provided in this article should resolve the issue. Please let us know if the issue persists.

Thank you

- Quicken Diana