Fidelity CMA account question

es114
es114 Quicken Windows Subscription Member ✭✭✭
edited December 2025 in Download, Add/Update Accounts (Windows)

I have set up my Fidelity CMA investment account and created a linked account that appears in banking. Although the investment account was set to zero, I still see transactions appear there. Should they have stopped? If not, how do you keep the investment account at zero?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @es114,

    Thank you for reaching out! To help troubleshoot, please provide more information. When did you first notice this issue? What kind of transactions are showing up in your investment account? Do they reflect as cash transactions, or do they show as investment transactions? Are they downloading into the section below the register for review, or directly into your register?

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @es114,

    I haven't seen a response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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