Fidelity - duplicate assets following some 401k asset swaps

pcd
pcd Quicken Mac Subscription Member ✭✭
edited November 2025 in Errors and Troubleshooting (Mac)

Just after I'd resolved the last round of issues with Quicken and Fidelity, I have a new round.

I did a simple rebalance between two funds. After doing this, I'm showing a duplicated investment - two copies of the same fund holding, but with slightly different names. No transaction showing, just grew another (fake) chunk of money.

Before I screw around with this too much would be great to know if others have seen something similar, and how I can resolve this without screwing up the history.

[Edited-Readability]

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @pcd,

    Thank you for sharing your experience, and I am happy to help!

    For duplicate securities, please refer to this Help Article on merging securities. Let me know how it goes. Happy to provide more guidance if needed.

    Hope this helps!

    Quicken Alyssa

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