Invalid Symbol for BRKB
I have a fidelity account that is reporting BRK.B as BRKB. This is seen as an “invalid symbol”. There seems to be no way on my end to tell the app these are the same? Is there any way to fix this?
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Hello @SimplifyUserK,
Thanks for reaching out! If the Holding symbol is downloading correctly, then this may be an account-related issue. When seeing this issue in the past, I have found that it is usually resolved by users resetting the account connection. You may also try resetting the account to see if this resolves the issue you are seeing.
Let us know!
-Coach Jon
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This isn’t an issue with the symbol downloading incorrectly. In fidelity itself the symbol is presented without the dot. The problem is that your system does not recognize the symbol without the dot.
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I should clarify that this problem specifically occurs when the investment area of the app attempts to get the market price for that symbol.
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Hello @SimplifyUserK,
Thanks for the reply and clarification. I would still have you try resetting the account connection for this issue, as this usually resolves the issue you are seeing with the Invalid Symbol message in Investments. Let us know how this goes!
-Coach Jon
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OK I tried that, and unsurprisingly it had no affect. If Fidelity calls the stock “BRKB” but your lookup system for quotes only recognizes “BRK.B” this is never going to work. Not unless there is something that can rename the stock from BRKB to BRK.B.
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Oh, and I know BRK.B works because I have the same stock in a Vanguard account that does use the name your system expects.
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Hello @SimplifyUserK,
Thanks for the response. To clarify, on Fidelity's side, the symbol shows as BRKB, correct? Can you provide a screenshot showing the symbol on the bank's website? From our side, when looking for the BRKB symbol to add as a Holding in Quicken Simplifi, I can only find the BRK.B symbol as available to add. Has your financial institution always reported this symbol as BRKB, or is this a recent change?
-Coach Jon
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I’d rather not post screenshots of my account here. But yes, the Fidelity app itself shows the symbol as BRKB. This has always been the case. It just finally annoyed me enough that I am reporting the issue. It only impacts getting a real time estimate of the account balance based on the current quote.
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Hello @SimplifyUserK,
I understand completely. You may send the screenshot to me via DM if you prefer. To clarify your situation further, are the data/balances themselves updating correctly for this holding? Is it just the market stats tool that is not working correctly?
-Coach Jon
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Yes the balances update fine for this account and holding. It is just the market stats tool (or anything using current market data) that doesn’t work, and only for this stock.
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Hello @SimplifyUserK,
Thanks for the screenshot and information! Can you also provide a screenshot showing the "invalid symbol" error from the Market Stats feature within Quicken Simplifi? This will help us verify specifically what you are seeing from your side, and also help us report this issue to our product team.
-Coach Jon
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@Coach Jon sent you the screenshot.
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Hello @SimplifyUserK,
Thanks for the requested screenshot. This will help us report this issue. We will also need a few other things. Can you provide a screenshot of how this holding looks on the bank's website, as well as market stats from there for that holding, if you have them available there? We will also need to know the web browser and operating system you are using, with their respective versions, as well as for logs to be sent.
- Log in to the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
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OK this is becoming absurd and I have tried to be patient. I have already sent screenshots. The error is obvious and is easy to reproduce. This is a major financial institution and a major stock. If you want people to keep using your app fix it. Or don’t, your choice. I don’t have time to jump through a million hoops and be strung along for days with more questions. I won’t be responding to further questions.
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Hello @SimplifyUserK,
We can certainly understand your frustration in this matter. However, for our product team to properly troubleshoot and research the issue at hand, we do need as much data as we can get from the users who are experiencing the issue. This helps them determine the cause, as well as verify what needs to be done to resolve the issue.
It is possible that other users may reach out and provide the required information, which may result in a fix for you in the future as well, but we do appreciate you letting us know in the meantime.
-Coach Jon
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