Fidelity Investments - 401(k) Unidentified Security
@Quicken Anja @Quicken Kristina @Quicken Alyssa
Not sure who from Quicken was the lead on this topic so copying all 3 of you.
I am still experiencing this issue. Been experiencing it since (I think October 2025). Seems all the posts regarding this issue have been closed yet the problem for me continues. I even had a 1 on 1 call with Quicken escalation tech support (Ticket ID:12157155) back in late January 2026. They confirmed the issue and were going to follow up with me on a resolution but I never heard back from them again. From my point of view it appears this issues is being ignored by Quicken.
Can someone from Quicken please update me and let me know if I will ever see a resolution. And if tech support can't help who can? I think it has been long enough.
Comments
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Hello @cjim,
Thank you for reaching out! When I check that ticket, I can see they sent you a secure link, so they must have needed some sort of file or screenshot from you to continue the investigation.
I'm not able to see the notes from the most recent contact. Do you recall which file or screenshot they asked you for?
I look forward to your reply!
Quicken Kristina
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@Quicken Kristina Thank you for the quick response.
The call (Ticket ID:12157155) was originally scheduled for Jan 23 and then rescheduled for Jan 29, 2026. On the 29th I explained the issue in detail. I seem to recall that the rep knew it was a known issue already with no resolution yet. I was asked to provide a few screen shots which I did but unfortunately I did not keep copies of what I provided but they were basically of what the transactions look like. I did keep a copy of the data file from that day so I am able to recreate and have attached some screen prints below of what I recall I provided on that day. I was also asked provide a number of the log files from my Quicken data file which I did but I am sorry I do not remember which log files I was asked to provide. Anyhow, I was told that I would hear back when they had a resolution but have yet to hear back from anyone.
This is what I typically see after downloading transactions:
Note below that after accepting an 'unidentified securities' transaction it is logged as a bond purchase of an unidentified security. The actual symbol for the transaction in this example should have been FXAIX which is the FID 500 INDEX and has CUSIP ID: 315911750.
Each time this happens I have to manually change the transaction to the proper security and change the purchase type from a bond to an equity purchase and adjust the number of shares purchased.
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Thank you for providing those screenshots!
I forwarded them to the team working on the issue. They request that you please send updated logs. To do that, navigate to Help>Report a Problem and send a problem report with log files attached.
Please post to let me know when the problem report is submitted, so I can forward it to our teams.
Thank you!
Quicken Kristina
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@Quicken Kristina I just submitted all the logs using the "Report a Problem" process. Hopefully someone will take a look at them this time and find a fix to this problem. Thank you for helping.
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Thank you for sending those logs!
They will help our teams investigate the issue.
Quicken Kristina
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@Quicken Kristina Thank you for helping me with this.
How will I know if someone really works on resolving this issue this time? As I mentioned previously, I provided pretty much the same information (screen prints and logs) back in late January and I never heard back from anyone at all.
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Thank you for your reply,
For escalated tickets, they should typically reach out to you by email when they need more information or when they believe the issue is resolved. Depending on how long the issue takes to resolve, there may be a long period of silence before they reach out.
To check the status of the issue, there are a couple of options:
- Call Quicken Support directly to follow up on the ticket. It helps if you have the ticket number (12157155) handy, so they can find it more easily.
- Post to the Community to ask about the status. It isn't real-time, so the response will be slower, but we can look up the ticket for you.
I hope this helps!
Quicken Kristina
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Thank you @Quicken Kristina
I also want to let you know that on 3/20/26 Quicken downloaded a purchase transaction into my brokerage account (not the 401K that I have been having the issues with). It was for an "Unidentified Security" in the amount of $45.43. The interesting thing is that I did not make purchase for this amount on 3/20/26. The only activity on that day were 2 dividend distributions and those downloaded correctly and were accepted correctly.
Maybe this information should also be shared with whomever is working the issue.
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Thank you for the additional information,
I added it to the ticket, just in case the team finds the information useful.
Thank you!
Quicken Kristina
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@Quicken Kristina - In the most recent update on Fidelity related issues (3/30/26) there is no mention of anything related to the Unidentified Security issues I and others have reported. Just curious to understand why there is no mention of the Unidentified Security issues given that these issues have been around more than 6 months based on my recollection. If the Unidentified Security issue is truly being worked why is it not listed?
I am still experiencing the issue:
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Thank you for your reply,
That issue was tracked in a separate alert, and is resolved for most customers. Those who are still affected by the issue have individual tickets.
Thank you!
Quicken Kristina
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