How To Select Investment Cash Security
Brian Smith
Member ✭✭
My brokerage account allows automatic investment of cash transactions into a specific security. Quicken downloads only see a cash amount and do not automatically direct it to that specified security. How can I get Quicken to automatically put the cash into a specific security?
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Best Answer
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You would need to convince the financial institution to provide the buys and sells of the security to Quicken.5
Answers
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You would need to convince the financial institution to provide the buys and sells of the security to Quicken.5
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It would be useful if Quicken allowed specifying a particular security to automatically direct cash transactions.0
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Is the security a money market fund or something where the share price does not vary? In that case I would just let the cash stay as cash and when there is a dividend in the settlement fund record it as a Div, not Reinvest. That works for TD Ameritrade.QWin Premier subscription0
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Yes. Fidelity has several different money market funds to choose from, all priced at $1.00. Would like to be able select my preferred one to automatically record the cash transactions0
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