Truist AMA account

kmin
kmin Member
edited March 2023 in Investing (Windows)
Hi. I have an AMA account (asset management account) at Truist. This was transferred from SunTrust Signature Advantage account. Cash deposited to the account is automatically transferred to a different account (like money market) (called "sweep transfer") and transferred back to the cash account when I withdraw cash. When I download transactions of the account into quicken, not just actual transactions, but also the sweep transfer transaction is automatically downloaded. Because any remaining cash is sweep transferred, the balance of the account in Quicken becomes always zero. I was able to ignore the sweep transfer when I had the account at SunTrust, but I cannot do that now with Truist after their merger. Any way to ignore the seep transfer to show accurate balance in Quicken? Thank you very much!
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