Fidelity issue with importing Short Option trades from Fidelity

ROTT

Lately when Quicken downloads transactions from Fidleity, if it includes selling to open an Options trade, it puts the transaction in as a deposit, and in the security line it says "you sold opening transaction Pu" the same in the description. It does have the correct amount in the total field, but does not import security name or any breakdown of fees and commisions. Any one else have this issue?

kenman38

Yes, same for me @ROTT. This is a harder workaround than Quicken disregarding the concept of Fidelity ShtSell since around Aug/Sep 2025. Quicken triggers the shares reported discrepancy message, and it ends up accepting into the register as a plain deposit. Other than the obvious problem, I find it unusual that the nice name I give the security after download and before accept, that my nicely formatted security name is found in my security list.

The problem is evident in the downloaded transactions pane before accepting into the register.

I recently noticed some as early as April 2 2026, and as recently as this morning (May 1 2026 transaction date). I've just reported this to Quicken support using the Help, Report a Problem. I'll likely be reporting again next week, as I'll be prepared for more screen captures (when Quicken asks for security name, but that's not what shows in the downloaded transactions pane before accepting into the register).