Fidelity 401K downloading the same security for every transaction
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.
Comments
-
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.
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.
I hope this helps!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
Hello Kristina, I do not have renaming rules that would affect these download, thank you for the information.
0 -
Thank you for your reply,
Since a renaming rule does not seem to be the culprit, I recommend that you contact Quicken Support directly for further assistance, since they will likely need to check the logs to confirm how Fidelity is sending the data to us, 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
Make sure to sign up for the email digest to see a round up of your top posts.
0
Categories
- All Categories
- 64 Product Ideas
- 36 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 704 Welcome to the Community!
- 673 Before you Buy
- 1.2K Product Ideas
- 54K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 115 Quicken LifeHub

