Fidelity accounts - I do not see the Cash Representation option

I have the same situation as @Bione … I manage numerous Fidelity accounts, between my wife, myself, and beneficiaries. All are transitioned to EWC+ and are thankfully behaving OK with regard to Transaction Uploads, Share Balances and decimal places, and Cash Representation of Core Position, except for one account, my Traditional IRA. This account continues to incorrectly represent the Core Position Represented as Cash. The most recent monthly dividend showed up as a ReinvDiv rather than a simple Div, so I edited that to contribute to the Cash Balance rather than create further holding mismatch with Fidelity website positions. I continue to get unwarranted Securities Comparison Mismatch error messages whenever I have legitimate security transactions unrelated to the Core Position. Finally, as stated in the first sentence, like @Bione , I see no Cash Representation button when I click in on the Cash Balance number on the lower right of the Register. Interestingly, I do see Cash Representation buttons in all of the accounts that are working correctly. All of the accounts I manage are set up for Complete Position and Transaction Tracking. I also noticed that some, but not all of my accounts have a "Reset Money Market securites/cash options" button in the "Account Details, Online Services Tab", when I click on Edit Account. I'm guessing this is similar, or the same as the "Cash Representation" button noted above ? Note, the one account that I'm having issues with DOES NOT have this option when I Edit Account Details.

I am on Quicken Classic Premier, Version R64.30, Build 27.1.64.30 on a Windows 11 Home OS

Any ideas on what else to check or do to attain correct Core Cash Representation ?

Any guidance for me @Quicken Kristina ? I'd prefer not to burn additional time with fruitless support agent calls. Upon closer examination, it turns out 3 of the 15 Fidelity accounts I manage have no "Cash Representation" buttons. Two of the 3 have nearly zero cash balance in place, so no real impact, but the 3rd one has a significant cash balance with regular cash dividends. I'd prefer to maintain accuracy on that account without needing to use delete & self-enter actions to counteract errant ReinvDiv transactions coming through each month.

@Quicken Kristina, the fund not representing correctly is the Cash (Core Position, FDRXX). Note that this is not a tradeable position, but is the Core Position in which Cash is held. The specific incorrect behaviors observed: a) The most recent monthly dividend uploaded during OSU showed up as a ReinvDiv transaction creating a fictitious position had I accepted it, rather than a Div transaction contributing to the Cash … I have to delete the ReinvDiv transaction and replace it with my own hand-entered Div transaction to make Cash match Cash in Fidelity … If I don't do this substitution, then I do end up with an errant "position" in FDRXX … and b) I continue to receive Securites Comparison Mismatch errors when I have trades in this account, all reporting a Mismatch between FDRXX shares in Fidelity vs. Quicken. I ignore these errors since they are not based in reality. I really have zero shares of FDRXX in Fidelity because that is the Core Position, but Quicken indicates the Shares Reported equal to the size of my Cash Held in Money Market … I also have a distinct, tradeable position in a Premium money market (FZDXX), but I'm having no issues with the Share Balance with it, or any of the other Positions in this account. Also, this is one of the 3 accounts that have missing Cash Representation buttons.

At this point, I'm managing the issue with the substitution mentioned above, but it is an exercise I'd prefer to not have to do every month. And I wonder what the root cause is of the missing Cash Representation button … seems like an unresolved issue that may still cause other problems.

OK, thanks for forwarding the issue. I will proceed with the Problem Report process as you indicated … I will report back here with the results of said process, in case it may be of benefit to others.

@allen_car, you make an interesting observation, which fits the pattern of my 3 "problem" accounts. All 3 accounts with the missing Cash Representation button have FDRXX (Fidelity Government Cash Reserves) set as the current core position. All of the other accounts are set on SPAXX. This is one of 3 available choices, and the choices are not the same for all Account Types. Retirement Accounts offer FDRXX, SPAXX, or FDIC while standard Brokerage Accounts offer SPAXX, FZFXX, or FCASH as the user selectable core positions. Regardless of what the investor has chosen for their core position, Core Cash treatment by Quicken should be correct, PERIOD.