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Fidelity Cash Management Account for Checking

masonkimble

how do I enable a Fidelity Cash Managment Account to be used as a checking for Bill Pay on MAC?

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Comments

Quicken Kristina

Hello @masonkimble,

Thank you for reaching out! While cash management accounts (CMA) function similar to checking accounts, Fidelity CMAs download into Quicken as investment accounts. Since Quicken sees them as investment accounts, you won't have the option to set the account up as a payment account for bill pay.

I hope this helps!

Eric

Fidelity CMA functions exactly like a checking account. Why doesn't Quicken download it into a checking account ?

Quicken Kristina

Thank you for your reply,

When you connect an account in Quicken, it is the information sent by the financial institution that determines the account type.

Thank you!