Fidelity Cash Management with Quicken Mobile/Web

redman350

I use Fidelity Cash Management accounts as my primary savings and checking accounts for spending, bill pay, etc. They are correctly set up in Quicken Classic for Mac and show all transactions (though I wish I could classify them as Cash accounts instead of Brokerage). The problem I have is that the Quicken mobile app and Quicken web don't pull in the detailed transactions for the Fidelity Cash Management accounts. The balances pull in but not the detailed transactions like they do on the desktop app. I am using the Fidelity Investments Mac connection method. This behavior renders the mobile version for Quicken almost unusable since most of my transactions flow through Fidelity Cash Management. Any suggestions about how to fix this?

NotACPA

Well to respond to your "wish", Fidelity is a brokerage, not a bank, and thus they can't legally offer true "checking" accounts … but their draw upon your MMF works is almost all cases (except very technical legal ones) just as a checking account. But this is why it's categorized as a brokerage account.

As to the rest of your question, sorry that I can't help more, but as a QWin user I just don't know the answer.