For years a Fidelity account held a security, "<corp name> SMALL CAP FUND RETAIL". Sometime after 12/31/24 the name changed to "<corp name> SMALL CAP RETAIL" but the ticker symbol remained unchanged. This was not an issue until the method of downloading Fidelity accounts was changed near the end of 2025 whereupon Quicken ADDED a new security for the new name of the existing security, an now reports to me that there is a mismatch in reported securities for the account. That is, Quicken shows 0 shares for the original named security and only the most recently added (by year-end dividend reinvestment) shares as the amount of holdings in the new name. NOTE: Quicken will not allow me to rename the old security to the new security name and merge the holdings, so how do I maintain the records of years of transactions under the old name and get the transactions under the new name merged into a single security that Quicken will recognize as a match to the Fidelity account holdings?
