Fidelity Investments Overstated

Velvil

All of a sudden, my Fidelity investments are wildly overstated. This is the case with multiple Fidelity investment accounts. What is up with this? What's the fix - other than manually correcting which is time consuming and defeats the purpose of using Quicken.

Quicken Alyssa

Hello @Velvil,

Thanks for posting your questions and concerns, and I am happy to help.

Could you tell me when you first noticed the overstatement? Was it today? If so, one option is to restore a backup.

If that’s not feasible, a good place to start is by reviewing the transactions in the affected account(s). If the Transactions tab is greyed out, try holding down the Option key and then clicking it — that will make the transactions visible again.

From there, look for things like:

• Placeholder entries that need to be resolved
• Duplicate transactions
• Duplicate securities

Duplicate transactions would have to be deleted manually, and duplicate securities can be merged. If duplicate transactions continue happening, it could be something we need to take a closer look at.

Hope this helps!