After recent Fidelity connection update one out of seven accounts has incorrect cash balance

gtseaman
gtseaman Quicken Mac Subscription Member

After the update my primary brokerage account is showing the account in a money market account duplicated as cash. This money market account is not the default cash account. I have tried to disconnect the account and the reestablish the account to no avail. I have the most recent version of Quicken for Mac. Any thoughts?

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @gtseaman,

    Thank you for reaching out!

    This issue has been reported and my team is currently investigating further. To assist with the investigation, could you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached?

    image.png

    We appreciate your patience and support!

    [CTP-14109]

    -Quicken Jasmine

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

  • JimBCV
    JimBCV Quicken Windows Subscription Member ✭✭

    I have the same issue.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Thanks for joining this thread, though I am sorry to hear that you are also experiencing this issue.

    Please follow the instructions in my previous comment to submit a problem report.

    Let me know once you have done so!

    -Quicken Jasmine

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

  • JimBCV
    JimBCV Quicken Windows Subscription Member ✭✭

    I completed the Report a Problem.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited August 26

    Thank you for the follow-up @JimBCV,

    Thank you for sending the requested log files and screenshot. I forwarded the information you provided to the team working to resolve the issue.

    Thank you!

    (CTP-13955/CBT-787)

    Quicken Kristina

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thanks for your patience on this issue!

    The internal ticket for this issue has now been marked as resolved. Could you please check your accounts and let us know if the cash balance is now displaying correctly?

    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.