Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

J. Snyder
J. Snyder Quicken Windows Subscription Member
edited October 29 in Download, Add/Update Accounts (Windows)

A scheduled sale from a Fidelity 401K account was downloaded as a "Withdrawal" rather than as a "SoldX" transaction as it has in the past (for years). On the Fidelity side, the transaction(s) occurred at the end of business on 9/24/25 and was downloaded on 9/25/25. I had updated to R64.30 a few minutes before. My 401k balances in Quicken are out of sync with Fidelity.

[Edited - Readability]

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  • dmblackburn
    dmblackburn Quicken Windows Subscription Member ✭✭

    Similar issue after updating to R64.30 ( 27.1.64.30). The security is not named as a particular fund. Instead, this category is populated with contribution or fee. Previously, these were reported as BoughtX and SoldX respectively. Also, the cash balance should net out to zero. Instead it is now accumulating the amounts of the transactions for contribution and fees. Finally, one Fidelity 401K (403b) account did not update at all on 9/25 or after, instead duplicating a transaction from 8/25. Thoroughly messed up.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @J. Snyder & @dmblackburn,

    Thank you for letting us know you're seeing these issues. I recommend that you contact Quicken Support directly for assistance with this issue, since they have access to tools we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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