Fidelity 401K issue

Jeff L.

Quicken for windows, no other issues with 4 other fidelity accounts in same account. Have deleted 401k (formerly netbenefits) account and re-set up numerous times, only downloads transactions for last 90 days or so (previously transactions are lumped together, all as placeholders) Also, way too many unidentified securities on the same day for miniscule amounts, which do not match my fidelity transaction history. And over time, the balance keeps getting more inaccurate

NotACPA

A download into a newly created account in Q typically only goes back about 90 days … as decided by the bank/brokerage, NOT Quicken.

SO, if it wasn't too long ago that you deleted that other account, I'd suggest restoring from a backup taken before the deletion, disconnecting it from NetBenefits and reconnecting to Fidelity.

You'll need to re-download/re-input everything since that backup was created, but this way preserves your history and gets rid of the placeholders.