FZFXX Fidelity Money Market issue

bumgarb
bumgarb Quicken Windows Subscription Member ✭✭
edited November 6 in Download, Add/Update Accounts (Windows)

I'm using Quicken Classic for Windows (R64.35)

I have read that Quicken developers are working on fixes for other Money Market/Cash Value accounts due to Fidelity changing the way those accounts are reported. I have seen other users mention the FZFXX Money Market account; however, I have not seen this Money Market, FZFXX, specifically mentioned in any posts about the developers fixing the issue. I just thought FZFXX should also be listed as a problem that needs correction.

Other Fidelity Money Market posts mention workarounds like

  1. Account Details>Online Services Tab, the “Reset Money market securities/cash options to trigger the choice of cash or security again.
  2. Account List → Edit Account Details → Display Options → Customize cash display

Neither of those options seems to be available/working for the FZFXX Fidelity Money Market, which has led me to believe that Quicken support/developers are not aware of this specific FZFXX fund/issue.

It may also need to be linked to :

(CTP-14526)

https://community.quicken.com/discussion/7967601/updated-10-28-25-fidelity-migration
https://community.quicken.com/discussion/7966384/9-24-25-fidelity-investments-changes-to-money-market-cash-holdings

Thank you.

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @bumgarb,

    Thanks for sharing the details. The issue you’re seeing with the FZFXX Money Market account is being tracked internally under ticket CTP-14825. This ticket covers Fidelity accounts where the Reset cash representation option is not available or isn’t working correctly.

    While there isn’t a workaround at this time, the team is aware of the issue and working on a resolution, though we do not have an ETA available at this time.

    Thank you!

    -Quicken Anja
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  • bumgarb
    bumgarb Quicken Windows Subscription Member ✭✭

    Thank you, Anja!!

  • Quicken Anja
    Quicken Anja Moderator mod

    Your'e welcome!

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

  • DaveQN
    DaveQN Quicken Windows Subscription Member ✭✭

    After performing the Fidelity reauthorization I think I'm experiencing this same problem with FZFXX as my core position but not entirely sure. I have a linked Fidelity checking account which is my core account with FZFXX. My brokerage account does not show a cash position which is correct. However, when I compare portfolio holdings in the Online Center Shares Reported is correct but Shares in Quicken shows 0. Difference shows the same number of shares as in Shares Reported.,

    Is this the same problem as being tracked under ticket CPT-14825 or is this something else? Is there anything I can do or just wait until the problem is resolved? Thanks.

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