This message appears when Quicken tries to match downloaded securities to known ticker symbols but can't identify one or more of them.
This can happen for several reasons:
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The downloaded ticker symbol is incorrect or outdated
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The security is not publicly traded (e.g., a private fund, custom investment, or internal transfer)
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The financial institution did not include a ticker symbol in the download
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You manually entered the security earlier with a different name or symbol
To complete the download, review each unrecognized security listed in the dialog.
What to do
For each security:
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If the ticker symbol is incorrect:
Enter the correct Ticker and click Connect Again. Quicken will try to match the corrected symbol with known securities. -
If the security has no ticker symbol (or is not publicly traded):
Enter a clear, descriptive Security Name and click Enter Manually.
Quicken will treat this as a manually tracked security and will not attempt to download quotes or fundamentals.
You can edit or update these entries later from the Security List if needed.