How To Select Investment Cash Security

My brokerage account allows automatic investment of cash transactions into a specific security. Quicken downloads only see a cash amount and do not automatically direct it to that specified security. How can I get Quicken to automatically put the cash into a specific security?

Best Answer


  • Brian Smith
    Brian Smith Member ✭✭
    It would be useful if Quicken allowed specifying a particular security to automatically direct cash transactions.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Is the security a money market fund or something where the share price does not vary? In that case I would just let the cash stay as cash and when there is a dividend in the settlement fund record it as a Div, not Reinvest. That works for TD Ameritrade.
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  • Brian Smith
    Brian Smith Member ✭✭
    Yes. Fidelity has several different money market funds to choose from, all priced at $1.00. Would like to be able select my preferred one to automatically record the cash transactions
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