Reconciliation w/ Fidelity Managed Accounts Still Shows Zero Balances
cornguy.rln
Quicken Windows Subscription Member ✭✭
Am using Quicken Classic v8.4.0 for macOS 15.6.1.
Reconciliation finally works for my Fidelity Cash Management Account and for a non-managed Fidelity account.
- The CMA indicates the cash balances are currently held at QPIQQ Wells Fargo NA, QBNYQ The Bank of New York Mellon, and QUSBQ US Bank.
- The non-managed account uses FIDELITY GOVERNMENT MONEY MARKET (SPAXX) for cash reserves.
However, the Reconciliation process for two of my Fidelity managed accounts still fails to show anything but a zero online balance.
- Both use FIDELITY GOVERNMENT CASH RESERVES (FDRXX) for cash reserves
What is the status of the efforts to correct this issue?
Tagged:
0
Categories
- All Categories
- 60 Product Ideas
- 36 Announcements
- 223 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 704 Welcome to the Community!
- 672 Before you Buy
- 1.2K Product Ideas
- 53.9K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 115 Quicken LifeHub
