Fidelity Investment Account cash/money market

proflaw
proflaw Member ✭✭✭
edited November 1 in Download, Add/Update Accounts (Windows)

To choose money market funds displayed as cash, @Quicken Anja suggests "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. I see no such options, although I have switched back to Express Web Connect+

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited October 1

    Hello @proflaw,

    Thanks for bringing this up — I appreciate you sharing your experience.

    There are some updates regarding recent changes.

    Quicken for Windows made changes to improve the way cash balances and money market funds are handled with the new Fidelity connection method (Express Web Connect+). It provides a couple of options.

    We also have this Announcement regarding this, if you want Money Market funds to display as securities rather than cash. Let me know if this covers it or if you need further assistance.

    Thank you!

    Quicken Alyssa

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