Best Of
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Re: Fidelity accounts - I do not see the Cash Representation option
@pablomiller I am going to try making one change at a time and observe the effects. Thursday I made $1K trades in 3 of the problem accounts. On 2 accounts, out of the Premium MM FZDXX and into the Co…1 -
Re: Fidelity new connection issue (Fidelity NetBenefits now gone)
Yes, all 4 of my funds changed names and I had to match them up and merge. As I mentioned above, some have updated and then a day later won't update. Today 3 updated with Friday values. The one …1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20514933#Comment_20514933 Mutual funds are required to pass their capital gains through to shareholders.1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20514998#Comment_20514998 That's great news. Thanks! So hard distilling who are the experts. So many conflicting opinions. Kudos to so many users…1 -
Re: zzz-Fidelity Updates
My final follow-up on this issue: https://community.quicken.com/discussion/comment/20514378#Comment_20514378 I have confirmed that in the case where there there is a MM fund and a cash sweep (In my c…2 -
Re: zzz-Fidelity Updates
The Div & Buy combination is equivalent to a ReinvDiv, the latter just making for a more compact register.1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20514957#Comment_20514957 You're being forced by Fidelity to do the update to the new connection method1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20514960#Comment_20514960 I had the same situation "when I start the synch process it still gives me the option of not making the conversion and …1 -
Re: zzz-Fidelity Updates
Based on monitoring of these related threads and the recommendation to wait until the software is stable and major bugs resolved and we are forced to make the conversion, I was waiting for this day. …1 -
Re: zzz-Fidelity Updates
OK @HKB Thanks!! I did have to delete and recreate by hand from scratch. It did work. But what a kludge and how would anyone ever know to do that?? In Mac, BTW, only had to edit the "deposit&quo…1
