When I download transactions and account information from Edward Jones, Quicken adds to names

Mac749
Mac749 Quicken Windows Subscription Member ✭✭
in Errors and Troubleshooting (Windows)

When i update my Edward Jones account Quicken add number subscripts (ie. 1,2,3) to the names of the same investment. I end up with multiple names for the same investment. Example:

20VANGUARD SP 500 INDEX ETF

20VANGUARD SP 500 INDEX ETF 1

20VANGUARD SP 500 INDEX ETF 2

20VANGUARD SP 500 INDEX ETF 3

This only happens on ETF funds and some mutual funds

Answers

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Member, Moderator mod

    Hi @Mac749,

    Thank you for reaching out to the Quicken Community.

    This issue is often caused by a mismatch between the downloaded security and its CUSIP ID or ticker symbol.

    To better understand what’s happening, could you please provide a bit more detail?

    • When did you first notice the issue?
    • Do you know if the security has a CUSIP ID?
    • You can check this by going to Tools > Security List.
    CUSIP ID.png
    • Is this security used in multiple accounts?
    • If so, is the ticker symbol the same and correct across all of them?
    • To check, Right Click on the Security > Click Edit.
    Screenshot 2026-03-24 at 8.42.35 AM.png

    I will be looking forward to your reply.

    Quicken Carlos

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