Fidelity Download - information downloaded into wrong account [Edited]

wdh
wdh Quicken Windows Subscription Member ✭✭

My last Fidelity download included a new brokerage account. That account was funded via another Fidelity (money market) account. The MM account was updated with transactions that belong in the brokerage account. Both accounts are in error and are too involved to manually correct. What might be the easiest/best way to fix?

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 20

    The easiest/best way to fix the issue most likely is to restore a backup file dated from before when this issue occurred (i.e., before the new brokerage account was first downloaded).

    When new accounts are added for downloading Quicken will prompt you to decide what to do with the downloaded data. When you get the prompt, make sure that you carefully review each account downloaded to make sure they are properly Linked to the correct accounts or the previously linked accounts get a Do Not Add message.

    The issue you describe is usually the result of not correctly Linking the downloads to the correct account(s) that were already in Quicken which then caused Quicken to think a previously linked account is actually a new account. So, now you have downloads from the new account going into the wrong account. Usually the easiest/best solution is to restore a backup file and start the process to add the new brokerage account all over, again.

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @wdh,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @Boatnmaniac's suggestion a try?

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.