Fidelity Funds Mismatch Message of Cash Account

Bione
Bione Quicken Windows Subscription Member ✭✭✭✭
edited January 23 in Investing (Windows)

I am not sure if this falls in all of the last several months of Fidelity issues. In my IRA or Brokerage accounts I never had a direct cash reporting issue. But in one account when there are updates, I get the attached message. Yes,

Quicken.jpg

this is the account that is used for Cash, but my account reports correctly. It is a minor inconvenience but wanted to check if one of the new options makes it go away.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Bione,

    Thank you for reaching out! It is possible that one of the new options would get rid of that message. Based on the screenshot you provided, it looks like Quicken is seeing it as cash, while Fidelity is reporting shares. Setting the cash representation option may prevent that message from coming up. That said, the new options are for brokerage accounts; you likely will not see them for the IRA account.

    I hope this helps!

    Quicken Kristina

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