When I update my brokerage accounts several transaction come through with an incorrect stock name. The correct stock name is in the memo field.
Has anyone else had this happen?
Transaction
Hello @Brad P,
Thank you for letting us know you're seeing this issue. To help troubleshoot, I checked our internal tools.
It appears that you reached out to Support about this issue yesterday. Their recommended resolution was to deactivate the original accounts, then add them as new accounts and transfer any necessary history from the originals to the new accounts. Did that correct the issue? If not, what happened?
I look forward to your reply!
Have done that three times now and it does not help. Recently bought a new laptop and had Quicken support help me install a new version of Quicken with no data or connections to the previous version. A few days later it happened again. Somewhere in your system or the cloud there is a mapping issue.
This has gone on for over two years!!
Quicken appears to be unable or unwilling to fix this issue!
What is the financial institution?
How are you getting the downloaded information from them?
Look at your Quicken Security List (ctrl-y). Are there proper CUSIP IDs associated with the problematic securities? Are the mismatches always the same securities?
Brokerage is Janney Montgomery.
[Edited - Removed Personal Information]
Thank you for your replies,
Are you updating the accounts using Web Connect/QFX, or are your accounts connected via Direct Connect in Quicken to download transactions when you run One Step Update? If you're not certain how your accounts are connected, you can navigate to Tools > Account List and check the Transaction Download column.
Thank you!
