As of R68.31, renaming rules are still being ignored for the Fidelity linked cash account:
[Edited - Removed Partial account numbers]
Hello @leishirsute,
Thank you for reaching out! I checked the status of the ticket and can see that it's still open. There are no new updates.
Thank you!
(CTP-17482)
Additional info: I thought this problem was only for Quicken linked cash accounts to a Fidelity brokerage account but it happens for Fidelity regular brokerage accounts that have no Quicken linked cash account. I submitted another report about this.
When you say "no linked cash partner account" you are talking about what the arrangement is at Fidelity, right?
The "Show cash in a checking account" feature has nothing to do with how Fidelity sets up the accounts on their website.
What is happening is Fidelity is always sending the transactions to Quicken as an investment account. What Quicken's feature does is to push the "cash transactions" to the linked checking account. They actually come in as investment transactions.
I have not used the linked checking account feature in decades, so I have no idea on how it works in reference to renaming rules. I would be interested in if it actually works for anyone since investment transactions normally don't have a payee.
I mean that the issue is happening for all Fidelity brokerage accounts, even those that have been linked to a a cash account in Quicken. At one time, I thought the problem was related to the linked cash account setup in Quicken, but it is not. Prior to the EWC+ cutover renaming rules worked for all Fidelity accounts including those with a linked cash account in Quicken.
I corrected the earlier post to clarify.
Thank you for the follow-up,
I added that extra information to the ticket. Thank you also for sending updated logs. It will help our teams investigate.
