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Securities Comparison Mismatch - again

Pat Sills

09092025_Securities Comparison Mismatch.pdf

Hi all, see PDF attachment. I recently purchased these two securities at Merrill Lynch (ML) and then they downloaded in a one-step update to Quicken. I never entered the textual names of the securities so to cause a mismatch. I trade stocks a lot at ML and this is the first time this has occurred. The securities are correctly accounted for in Quicken, but I get this error message every time I update. I've tried several solutions from this forum with no joy. Please help. Thanks for any assistance,

Ken

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q_lurker

I have no way of knowing what "several solutions from this forum" you have tried nor what did not work for those approaches.

The short version — For those two securities in Quicken, uncheck the box under details about 'Matched with online security". Then do a download again.

Pat Sills

one published solution involves messing with CUSIP numbers. No joy there.

Sorry I'm not following you. On what Quicken screen do I find the box to uncheck?

q_lurker

It is on the Security Details screen:

DRMick

This is happening to me on OSU for only one Schwab account for me. But the Mismatch screen shows NO error. It does not happen on any other account unless I click Portfolio Reconcile setting as expected. I can make it stop by unchecking Preferences/downloaded /Compare account portfolio setting just for that account. Something else is wrong in that account.