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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.

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Comments

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!