Deactivating Investment Accounts in order to correct account details

FOURWINN95

I am a Windows 11 user of the current updated Desktop Quicken app.

If I have a problem with two investment accounts appearing to be mysteriously linked in Quicken's download, how do I fix that? I'm aware that deactivation and subsequent reactivation of one account is the answer to correcting some investment items. But should I deactivate the two involved accounts simultaneously and then reactivate each one separately? These two Fidelity Investment accounts contains only one security each, and they have different Symbols for their contents, but Quicken's download uses the Symbol from one account to post both accounts, causing misstated closing balances in one or the other.

Tom Young

It sounds to me like you may have one security in one or the other Accounts that has been improperly matched to the security's CUSIP. Look at the CUSIP numbers of each of the different securities. If the CUSIP numbers are the same then you need to fix the security with the incorrect CUSIP. You do that by unchecking that security as being "Matched with online security." The CUSIP comes from the broker. At the next download Quicken should request that you identify that security in Quicken. Doing so will fill the CUSIP field with the correct CUSIP number.

Quicken Anja

Hello @FOURWINN95,

We haven't heard back from you in a while. Do you still need assistance?
Were you able to give @Tom Young's suggestion a try?

Check back and let us know! Thank you.

Quicken Anja

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

Quicken Anja

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!