Simple Positioning - Cash Balance issues with Fidelity Netbenetfits
I have four separate Fidelity Netbenefits account that I setup as Simple - Position Only. When I setup the accounts and the data was downloaded all four accounts had a Total Market Value that was much higher than what they should be. What I did notice each had a Cash Balance of the exact amount of what the Market value should be for the accounts. I did the same setup for Edward Jones and the Total Market Value is correct with a zero Cash Balance as I would expect. What is wrong with the Fidelity Netbenefits account?
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