Fidelity Wealthscape incorrect cash info in QB

lmb100
lmb100 Quicken Windows 2016 Member ✭✭
edited March 2024 in Investing (Windows)

This morning, QB uploaded my information and decided that I had around $200,000 too much in the sweep cash account associated with my Fidelity brokerage account as reported through Wealthscape. The Wealthscape screen is accurate. Just as a warning before you celebrate. I expect it will figure itself out tomorrow.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @lmb100,

    For clarification; when you say “QB”, are you referring to QuickBooks?

    If so, you will need to reach out to QuickBooks for assistance as you posted in the Quicken Community forum.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories