Fidelity Investments - 401(k) Unidentified Security

cjim
cjim Quicken Windows Subscription Member ✭✭✭
in Download, Add/Update Accounts (Windows)

@Quicken Anja - I noticed that the Known Product Issue discussion on this problem was closed by @Quicken Kristina on 9/29/25 with no documented resolution. I am still experiencing this issue and having to use the manual workaround documented in the discussion each time a 401K purchase is made as I continue to get Unidentified Security entries. Can I please get an update on the status of this issue and if has been closed can you please document how to resolve the problem or reopen the ticket.

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https://community.quicken.com/discussion/7966125/ongoing-9-29-25-fidelity-investments-401-k-unidentified-security-during-cutover
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Comments

  • nmestanas
    nmestanas Member ✭✭✭✭

    While the discussion is closed, the issue is still open (as of Sep). I too have this issue and it's the same security each time. Fortunately, I don't have a lot of activity beyond quarterly dividends so it's easy to rectify.

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭

    I get this with every bi-weekly paycheck. In my case, I end up changing the Bought of Unidentified Security to an Xout (to the BrokerageLink Roth account) as part of the mega backdoor Roth contribution. And there are two transfers I end up deleting.

    Screenshot 2025-11-22 090207.png

    There is no "placeholder" security to remove—no Unidentified Security in the Security List. Compare to Portfolio shows no discrepancy, nothing to match.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cjim & @EvDob,

    Thank you for reaching out! The problem you describe is still an ongoing issue. However, if you are using a current version of Quicken and new transactions are still downloading as Unidentified Securities, I recommend that you contact Quicken Support directly for further assistance, as they have access to tools we can't access 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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