Fidelity money market redemptions

PrettyKate
PrettyKate Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

Fidelity Investments transaction downloads still omit money market account redemptions. When will this be fixed?

I brought this issue up with customer service agents weeks ago. No communications received on the status or resolution.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    By "money market account" do you mean "money market fund"?

    If so, which MMF is the issue?

    And is that MMF your designated Core Position for your investment account? (If you do not know what your designated Core Position is, log into your online account and click on Positions. The 1st position in the list should say "Core Position". Click on that and you should see which MMF is your Core Position.)

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

  • PrettyKate
    PrettyKate Quicken Windows Subscription Member

    Yes, money market funds in various accounts. No, they are not core positions.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    Again, what are the MMFs that are the issue?

    Also, what version of Quicken are you running? If you have not updated t R65.15 or R65.17 you should probably do that because R65.15 includes some fixes for how MMFs are managed in the Account Registers.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

  • PrettyKate
    PrettyKate Quicken Windows Subscription Member

    FZDXX, SPRXX. Running on R65.17. If it fixed the problem, I would not write my post.

    Quicken support is simply not doing their job. They've known about the MMF issue for more than a month as they did about the HSA activity not being downloaded. I am really disappointed about their lack of follow-up. It's very tiring to spend hours on calls with them without them addressing the issues raised.

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