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Fidelity Cost Basis Issues and Manual Editing (Edited)

scrabble66

I see this has been raised as an issue previously, with no action thus far. I understand Fidelity may be the root caise of the data mapping. Why doesn't Intuit make it possible for users to edit the purrchase records to correct the import error? This is 2026 folks, it can't be that difficult. Thanks for the consideration.

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Cost Basis

Comments

Coach Aldair

Hi @scrabble66,

Thanks for sharing your feedback! We have an ongoing Known Issue regarding Fidelity investment accounts displaying incorrect cost basis information, which our team is investigating.

You can follow the discussion here:

https://community.simplifimoney.com/discussion/16715/ongoing-7-7-26-fidelity-investment-accounts-displaying-incorrect-cost-basis

Additionally, we have an existing Idea requesting the ability to edit cost basis for connected investment accounts. I recommend adding your vote and comments to help our product team gauge interest in this functionality:

https://community.simplifimoney.com/discussion/17398/ability-to-edit-cost-basis-for-connected-investment-accounts-edited

Thanks!