Downloads from Fidelity do not included activity into the settlement fund
When I download my account from Fidelity which is a rollover IRA into Quicken, the download fails to recognize the activities that occurred in the settlement account. As an example, when the IRA account receives a dividend from a mutual fund, I choose to direct this dividend into my settlement fund which is a money market fund. For some reason, these settle fund transactions are not posted and have to be entered in Quicken manually. I also have accounts at Vanguard with a similar setup, however these downloads do populate into the settlement account. Can you help?
This discussion has been closed.