Fidelity accounts - I do not see the Cash Representation option

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Answers

  • Drinkingbird
    Drinkingbird Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20528736#Comment_20528736

    All my dividends in all Fidelity accounts came through fine on Dec 31st, no more "reinvest" and no more warning about securities mismatch.

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭✭

    I'd like to treat VMFXX as cash in my Vanguard accounts, but I don't see VMFXX listed when I go to Customize the Cash Balance and Money Market Preference.

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  • pablomiller
    pablomiller Quicken Windows Subscription Member, Windows Beta Beta
    https://community.quicken.com/discussion/comment/20531468#Comment_20531468

    @EvDob , I get the same message with my only Vanguard account, which has a tiny VMFXX position. If you click on that little "i" bubble in the Custom Behavior window, it says: "This list shows securities in the account with a $1 per share price and a positive value as reported online". If true, I should have been presented with VMFXX as a selectable option. However, I believe Vanguard is still on Direct Connect, and perhaps the logic that is applied for EWC+ accounts on Fidelity is not yet operating for Vanguard ?

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭✭

    You're probably right, @pablomiller .

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