9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

Quicken Anja

Fidelity Investments has made changes to the way it shares money market/cash transactional information with Quicken users on Mac and Windows.

Quicken Windows users:

• Quicken Windows users may need to change the Money Market representation if they are not prompted. You can do this by clicking the Cash link in the account or in the Account Details>Online Services Tab, the “Reset Money market securities/cash options to trigger the choice of cash or security again. The cash balance will still be the same that Fidelity reported for the one or more money market securities they have.
  

Note: “Cash Representation” option is only available after switching to Express Web Connect+. Users still on Direct Connect with Fidelity may not see this option.

Quicken Mac users:

• The Money Market security will disappear automatically and be set to cash. Customers whose cash balance is incorrect should perform a reconciliation with the online balance and enter an adjustment to correct the cash balance. From that point on, you will be good to go.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #11966221)