Quicken and Fidelity Fully Paid Lending Program - Ignore Collateral Loans

ks-man

I use Quicken for my Fidelity account and I am enrolled in the Fidelity Fully Paid Lending Program.

Is there a way to have Quicken ignore the collateral share transactions? Pretty much every day in the register it sees an added and removed for shares that are being lended. These are all 0 cash transactions. It completely overwhelms the register and I pretty much have to delete these transactions every day. They always come in as "Collateral Delv to Computershare Trust Co Securities on Loan Not Covered by SIP" I get an added and removed for each one with the number of shares that are being loaned and returned. The annoying thing is that shares are loaned and returned each day.

Am I able to just block these tranascations from being downloaded or else immediately discard them? Thanks.

Tom Young

I'd say the answer to that question is "No." It's an all or nothing situation.

This post:

https://community.quicken.com/discussion/7942184/delete-multiple-transactions-in-the-downloads-window

has some suggestions that might help.