Fidelity Download still not resolved: Unidentified Security, wrong 403 accounts

IRN

I still have to manually correct all downloads since September 2025. Even after disconnecting/reconnecting with online services.

Quicken Classic Business and Personal

Version R67.10

Build 27.1.67.10

Quicken Alyssa

Hello @IRN,

Thank you for reporting the issue you are experiencing.

Several customers have reported seeing Fidelity securities downloading into Quicken as “Unidentified Security”. This issue is currently under investigation.

Please follow these steps to troubleshoot:

• Edit each affected transaction
  • Open the register for the 401(k)/403(b) account.
  • For every transaction tied to Unidentified Security, edit the Security field to the actual security name shown on the bank website.
• Remove the placeholder
  • After all affected transactions are corrected, delete the “Unidentified Security” from your Security List.
• Re-match holdings
  • Go to Tools > Online Center and choose Fidelity Investments.
  • Select the 401(k)/403(b) account, then open the Holdings tab.
  • Click Compare to Portfolio.
  • When prompted, proceed with Compare to Portfolio and match to the correct security.

Ensure every transaction previously pointing to “Unidentified Security” is corrected before deleting it. If the correct security name isn’t obvious, then confirm it from your Fidelity website holdings page.

After completing the above steps, wait for the next download. The next download will restart the matchmaking process. If the issue continues after the next download, please let us know.

Thanks again!

[CTP-16956]