Fidelity 401k account downloaded securities do not match existing securities

David Walsh
David Walsh Quicken Windows Subscription Member ✭✭
edited November 2023 in Download, Add/Update Accounts (Windows)

This has been ongoing for a long while now. Downloaded Fidelity 401k securities, which already exist within the account, do not get matched with the download for distributions and the like. The downloaded transactions become duplicates and contain no symbol. Manual update is required.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @David Walsh,

    We do currently have an ongoing active alert regarding Fidelity securities downloading as unnamed, this could be contributing to the issues that you are experiencing. You may follow this link to access the alert where you may bookmark it for any and all future updates.

    We apologize for any inconvenience caused in the meantime.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories