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Fidelity Investments - 401(k) Unidentified Security

cjim

@Quicken Anja - I noticed that the Known Product Issue discussion on this problem was closed by @Quicken Kristina on 9/29/25 with no documented resolution. I am still experiencing this issue and having to use the manual workaround documented in the discussion each time a 401K purchase is made as I continue to get Unidentified Security entries. Can I please get an update on the status of this issue and if has been closed can you please document how to resolve the problem or reopen the ticket.

https://community.quicken.com/discussion/7966125/ongoing-9-29-25-fidelity-investments-401-k-unidentified-security-during-cutover

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Comments

nmestanas

While the discussion is closed, the issue is still open (as of Sep). I too have this issue and it's the same security each time. Fortunately, I don't have a lot of activity beyond quarterly dividends so it's easy to rectify.

EvDob

I get this with every bi-weekly paycheck. In my case, I end up changing the Bought of Unidentified Security to an Xout (to the BrokerageLink Roth account) as part of the mega backdoor Roth contribution. And there are two transfers I end up deleting.

There is no "placeholder" security to remove—no Unidentified Security in the Security List. Compare to Portfolio shows no discrepancy, nothing to match.

Quicken Kristina

Hello @cjim & @EvDob,

Thank you for reaching out! The problem you describe is still an ongoing issue. However, if you are using a current version of Quicken and new transactions are still downloading as Unidentified Securities, I recommend that you contact Quicken Support directly for further assistance, as they have access to tools we can't access and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

cjim

@Quicken Anja - Just wanted to share that I am still experiencing the Unidentified Securities issue with downloaded Fidelity Net Benefits transactions. I am using Complete Investing.

Is anyone else still experiencing this issue?

EvDob

https://community.quicken.com/discussion/comment/20526398#Comment_20526398

Yes, I am as well. I haven't had the time to call Quicken Support.