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fidelity transfer from ira to roth

traderbrian

When transferring from my ira to a roth it shows bought and sold instead of added and removed. Something has changed as it use to show correct.

I still have issues with fidelity market premium money market not showing correctly. It just shows cash for one of my accounts but does another account right.

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Investments

Online Banking

Windows

Comments

Quicken Kristina

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!

Quicken Kristina

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

Quicken Kristina

Hello @traderbrian,

We haven't heard back from you in a while. How did your update go?

Check back and let us know! Thank you.

traderbrian

The transaction shows as bought and sold. I had to manually change them to add and remove. It shows as treat FDZXX as cash. I reset to default. On my next update, I will see what it shows.

[Edited - Readability]

Quicken Kristina

Hello @traderbrian,

Thank you for letting us know you're seeing this problem. To clarify, did the transactions download from the financial institution as bought/sold rather than as add/remove, or were the transactions entered manually?

For the issue with the premium money market showing as just cash in one account, please provide more information:

What kind of investment account does it show as in Quicken (brokerage, IRA, 401k, etc.)?
Is cash in that account tracked as cash, or in a money market fund?
Do you have the option to change cash representation in Quicken?
- To check that, go to Tools>Account List and click the Edit button next to the problem account. Select the Online Services tab. If you have the option, you should see a button near the lower right.

I look forward to your response!