Is my problem with Fidelity CMA account not redeeming MM shares being worked on?

alan14
alan14 Quicken Windows Other Member ✭✭✭
edited December 1 in Errors and Troubleshooting (Windows)

I have read about the ongoing issues with Fidelity. I use Windows 11 and Quicken Deluxe. Downloads into Fidelity checking have been resolved however I need to do the sale and transfer of my Fidelity Treasury Money Market fund manually to match the transactions in my Fidelity account. Is this part of the problems that are actively being worked on? I have try resetting the account - which does not help, nor does deactivating and re-activating which I did once to rectify the lack of any downloaded transactions. Please advise?

Answers

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

    How is that fund setup in Q?

    Is it held within a taxable brokerage account in Q?

    Do you use the "Show cash in a checking account" option?

    And the known problem with Fidelity MMFs & Q pertains to FDRXX, which you're not holding.

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

  • alan14
    alan14 Quicken Windows Other Member ✭✭✭

    NotaCPA - The Fidelity account is set up as Express web connect +. There is the checking account and the related cash management account. No brokerage account. While the known problem is with FDRXX, I suspect the same issue is with FDLXX since it is one of the alternate securities permitted in the cash management account. I am not sure where to find the 'show cash in a checking account option" is, but I do have an associated checking account so I suppose I use that option.

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