ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

Quicken Anja

We’re seeing an increase in Fidelity Investments users with 401(k) accounts encountering Unidentified Securities during the recent migration cutover.

This is an emerging issue which we are proactively investigating and we have outlined steps to assist with the situation below.

• Edit each affected transaction
  • Open the register for the 401(k) account.
  • For every transaction tied to Unidentified Security, edit the Security field to the actual security name shown on the bank website.
• Remove the placeholder
  • After all affected transactions are corrected, delete the “Unidentified Security” from your Security List.
• Re-match holdings
  • Go to Tools > Online Center and choose Fidelity Investments.
  • Select the 401(k) account, then open the Holdings tab.
  • Click Compare to Portfolio.
  • When prompted, proceed with Compare to Portfolio and match to the correct security.

Ensure every transaction previously pointing to “Unidentified Security” is corrected before deleting it. If the correct security name isn’t obvious, then confirm it from your Fidelity website holdings page.

If the steps above do not resolve the issue, then we ask that you please contact Quicken Support directly for further assistance and escalation if needed.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #11955039)

Quicken Kathryn

UPDATE: 9/22/25

Our developers are working with Fidelity to correct the root cause of this issue. In the meantime, they have suggested that these steps will help resolve the the issue of seeing an Unidentified Security after transitioning a Fidelity 401(k) account.

1. Edit the security for each transaction from Unidentified Security to the correct security that appears on the bank website.
2. Once all transactions been edited, delete the Unidentified Security. 
3. Go to Tools > Online Center and choose Fidelity Investments.
4. Choose the account for the 401(k) and then click the Holdings Tab
5. Click Compare to Portfolio, which will prompt for Compare to Portfolio and should bring up matching again.  Match to the correct security. 

Quicken Kristina

ONGOING 9/29/25

This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

We apologize for any inconvenience and appreciate your patience.

Thank you!