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New Fidelity Mutal Fund SP 500 INDEX PL CL C not working in Quicken for MAC

Ghettocounselor

Recently Fidelity 401/403 accounts were switched from FXAIX a standard mutual fund to a new fund with a name of 'SP 500 INDEX PL CL C' and a symbol of 3951. In quicken for MAC this mutual fund seems to be setup correctly, even has a price history, but in the portfolio of an accounting holding this asset it's not showing up; despite getting detailed transactions from Fidelity. Thoughts?

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Quicken Kristina

Hello @Ghettocounselor,

Thank you for letting us know you're seeing this issue. To clarify, the security is no longer tracked as FXAIX, but instead using symbol 3951, and it doesn't show up as a holding in your account in Quicken? Is FXAIX still showing as a holding? Are the transactions that download into your Quicken providing the correct information for the security?

I look forward to your response!

Ghettocounselor

Hi Quicken, My understatnding is that the new fund is brand new, a replacement for FXAIX. In my account all the FXAIX was sold and the new fund purchased and FXAIX is no longer available in the 401/403 account offerings. The new fund 3951 shows up in transactions just like you'd expect a fund or stock, with Buy and shares and prices, etc… but in the portfolio view it doesn't show up.

Quicken Kristina

Thank you for your reply,

I recommend that you contact Quicken Support directly for further assistance, as they have access to tools we can't access on the Community 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!