Quicken tries to add Fees or Dividends as new security investment name

joegz9101

Only recently has quicken started prompting me to add Fees or Dividends from Fidelity NetBenefits as a new security instead of matching to the investment name. Quicken doesn't give me any information on the download to match to an existing security to know what investment it is for. So far the only steps I can take is to add as a new investment, logon to fidelity to look at the history, fix the transaction and then delete the security listed as Fees or Dividends. Anyone know how to correct this?

Sceptic

@joegz9101 this issue seems very similar to the "Contribution" issue that several Fidelity users are experiencing. Take a look at these threads and see if your issue is causing the same types of issues.

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

https://community.quicken.com/discussion/7976762/fidelity-netbenefits-security-identifier-is-contribution-so-no-security-match

I think the workaround to this issue is to let Quicken add the new "security" and then post the transaction. After the transaction is posted, then you can update it with the appropriate security it is supposed to be.