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Too many unindentified security code's why?

raf49er

I'm having to manually update unindentified security codes (too many lately).

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q_lurker

You might also see if this FAQ is helpful:
https://community.quicken.com/discussion/7795439/faq-unidentified-security-problem-solution

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Ps56k2

raf49er said: I'm having to manually update unindentified security codes (too many lately).

huh - more clarification or details would help...

What version .... Help --> About Quicken
Are these being created during One Step Update - when, where, or how are they being created ?
Are the rest all ok - as displayed in the Quicken --> Tools --> Security List

raf49er

When updating investments thru Pershing (BNY Melon) Quicken comes back with Unindentified security which forces me to look up the transaction to find the ticker symbol. Then I edit the transaction with the correct ticker sysbol. Having to lookup ticker symbol (stock codes) should be an automatic thru Quicken. Why?

Ps56k2

raf49er said: (BNY Melon) Quicken comes back with Unindentified security which forces me to look up the transaction to find the ticker symbol.

0 - What version .... Help --> About Quicken
1 - What are some of the ticker symbols .... what kind of securities are these ?
2 - Public traded ?
3 - What is displayed in the Quicken --> Tools --> Security List

raf49er

R45.13 - BA, BAC, NFLX, etc - all public traded. Security list shows list bond & stock (EFT) 165 entries

raf49er

One step updates is used 99% of the time unless I get a unindentified security

NotACPA

Your ETF's should be classified as Mutual Funds ... and neither STOCK nor "Market Index".

q_lurker

I am not at all clear on when and where you are seeing these "Unidentified Security" labels. Can you be more specific? Is it while downloading transactions? While transactions are being accepted? In comparing brokerage and Quicken holdings?

Are the securities you mentioned "Matched with Online Security"? See Security Details.

Is this a new pattern with Release 45.xx? Or has it been ongoing for more than 1-2 months?

q_lurker

You might also see if this FAQ is helpful:
https://community.quicken.com/discussion/7795439/faq-unidentified-security-problem-solution

markus1957

As @q_lurker mentions, the unidentified security is most likely one of your existing securities that has the "Matched with online security" box checked (and the link has been corrupted). The simple fix is to uncheck the box and next time you download, Quicken will ask you to match it (that will reset the linking). If you do it, that should fix the problem.

raf49er

Thank you for your suggestions - I will take some of the advice.