Fidelity Investment Account - Incorrect balance

Ken Camut
Ken Camut Member ✭✭
edited September 2025 in Investing (Windows)

Both of my Fidelity Rollover IRA accounts show an incorrect balance. I deleted both and created them again It appears the issue is that money kept in a SPAXX money market account counts twice both as cash and as a security so my balance is overinflated by the money market amount. Any ideas how to fix this?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    re: the SPAXX position. What transactions were used to create it? I'm guessing they were "Add", when they should have been "BUY".

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ken Camut
    Ken Camut Member ✭✭

    Thank you

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