Fidelity NetBenefits security identifier is "Contribution" so no security match

skruse22

Fidelity NetBenefits 403(b) and 401(a) accounts are downloading investment purchases incorrectly. The downloaded transaction has the correct date, share quantity and dollar amount, but Quicken identifies the security as "Contribution." The memo also says "Contribution." Previously these transactions downloaded with the actual fund/security name. These accounts use Complete Investment Tracking and Express Web. Regular Fidelity accounts download correctly.

Sceptic

@skruse22 the issue that you are experiencing has been reported by several other users. I think a suggested workaround is to accept "Contribution" as a new security and then change it to the real security after the transaction(s) have posted. The details are in the thread -

https://community.quicken.com/discussion/7976684/one-step-update-wants-to-treat-my-401-k-contribution-as-a-security