Mismatched securities in account

tsmith208
tsmith208 Member
edited December 2020 in Investments (Windows)
It would be helpful to be able to print the mismatched security issues that show up after downloads so that it is easier ti investigate and fix the errors
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  • junsy
    junsy Member ✭✭
    Security List Error [OL-301-A] with Fidelity Account Update
    I discovered that a stock in one of my accounts had a name change and a reverse split. To resolve this issue, using the following procedure
    Under Accounts - all transactions column on the left:
    I right click the Fidelity account -> Edit/Delete Account -> click on the Online Services tab -> Reset Account -> Enter Vault Password -> Select the Investment Account (with the suspected name change) -> let Quicken do its update and report the errors and mismatches. Make your corrections and the next time you update the error should go away.
  • wxman68
    wxman68 Member
    I get OL-301-A on every account I have tried to pay.
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