Fidelity 401K downloading the same security for every transaction

jameswolfe8561
jameswolfe8561 Member ✭✭
edited November 30 in Download, Add/Update Accounts (Windows)

For the past couple of months when I download my Fidelity 401K all the transactions are marked as the same security. I need to log into Fidelity and change everyone of them in the register to the the correct security.

Screenshot 2025-11-29 120405.jpg
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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jameswolfe8561,

    Thank you for letting us know you're seeing this issue. There is a chance this is being caused by an overly general renaming rule (for more information on renaming rules, view the help article by clicking here). To check your renaming rules, navigate to Tools>Renaming Rules.

    Screenshot 2025-11-30 at 1.28.54 PM.png

    In the window that comes up, review your rules. If you find the one causing the change, click the minus sign to delete it or click the pencil to edit it. To correct transactions that downloaded incorrectly, you may have an option to revert to the original way it downloaded. Right click on the transaction. If the option is there, it will start with Revert to, then list the original way it downloaded.

    Screenshot 2025-11-30 at 1.16.30 PM.png

    I hope this helps!

    Quicken Kristina

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  • jameswolfe8561
    jameswolfe8561 Member ✭✭

    Hello Kristina, I do not have renaming rules that would affect these download, thank you for the information.

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