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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

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Known Issues

Windows

download transactions

Comments

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]

BarryMo

Have these steps worked for anyone? Not for me….

Quicken Kristina

Hello @BarryMo,

Thank you for letting us know you're also encountering this issue. Since the troubleshooting did not correct the issue for you, please navigate to Help>Report a Problem and send a problem report with log files attached. Please also include a list of which securities are affected by the issue.

Please post to let us know once the problem report is sent so that we can add you to the ticket.

Thank you!

micdif

Nope. I made a post starting last November with the same issue. I've been updating the post with my process of trying to fix and dealing with customer support. I just went to update my post and I just saw Quicken Alyssa had closed it to commenting. I never received any notification.

I just spent over an hour manually updating my transactions even though they've been working on solving this automatic download defect for over 9 months now. Since I'm not getting what I'm paying for I've decided not to renew my annual subscription that's expiring tomorrow.

BarryMo

In April, I was added to Ticket 11974368 and was told I would get an email update. No updates.