zzz-Fidelity Updates

Boatnmaniac · October 17

https://community.quicken.com/discussion/comment/20516069#Comment_20516069

Thanks for confirming this. Shoots my initial theory to heck but I'm glad that there is clarity now that FDRXX is still a standard Core Position option for Retirement accounts. I'll send a message to Fidelity suggesting that they update their site to add FDRXX to that page that I posted above.

leishirsute · October 17

https://community.quicken.com/discussion/comment/20516081#Comment_20516081

Here's the URL of the Q&A I found in case you want to send to Fidelity with your conflicting Q&A info.

https://digital.fidelity.com/search/main?q=what%20options%20are%20three%20for%20the%20core%20in%20retirment%20accounts&ccsource=ss

ereynold60 · October 17

I've been following this thread since July. It appears we are now at the end of the road and forced over the EWC+

Q1) My IRAs and Roth IRAs all use FDRXX as the core position. Is this recognized by Quicken as core, or is the option available to treat as cash? It seems to be a NO based on recent comments.

Q2) Is SPAXX handled correctly in IRA/Roth accounts ?

Q3) IS FCASH treated correctly as "cash" in non-IRA brokerage accounts ?

I'm thinking of changing my core positions to one that works as a "cash balance" before migrating.

Thanks in advance

Pennhaven · October 17

https://community.quicken.com/discussion/comment/20515997#Comment_20515997

I've been managing to get along with only a few issues with zzz DC for my primary account and EWC+ on retirement accounts, however, as of today I am also in the 301 error boat, and after attempting to reauthorize several times without success, I tried to deactivate and reactivate that account several times and it simply will not reactivate. So now I can not even attempt a download for my primary account.😣

Quicken Kristina · October 17

Hello All,

I am closing this discussion because it is overly long and has multiple issues mixed together, which can make it difficult to follow.

If you are having issues with Fidelity accounts in your Quicken, please review this alert:

https://community.quicken.com/discussion/7967194/updated-10-17-25-fidelity-migration

If the issue you are encountering is not listed in the alert, please start a new discussion.

Thank you!

zzz-Fidelity Updates

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