Fidelity CMA dividends downloading as Div not DivX

WSAQ · February 4

The dividends in my two Fidelity CMA Accounts for SPAXX download as Div in the investment account and don't transfer to the paired checking account. Changing the Div to DivX makes the cash balance in the checking account correct.

I have two other Fidelity brokerage accounts which are not CMA accounts. The SPAXX dividends for these accounts download as DivX and are automatically transferred to the paired checking accounts.

All four brokerage accounts and paired checking accounts are set up the same.

This has happened each month since I updated to EWC+ in November.

jersey42 · February 18

This has been happening to me ever since the October 2025 end of month SPAXX dividend. It only happens on the one (brokerage) account that has a separate linked checking account in Quicken. All other accounts (without a separate checking account) have been working fine for the past two months or so.

A few specifics:

SPAXX is the money market fund for the problem account that Fidelity treats as cash.
In the past (9/30/2025 and earlier), the dividend downloaded to the main account with an Action of DivX. The "Transfer account" on the transaction was the separate checking account.
Since then, the dividend still downloads to the main account, but with an Action of Div. Like @WSAQ said, If I edit the transaction, it changes to a DivX and everything works the way it is supposed to.
By the way, because there is a separate linked checking account, I cannot manually enter a Div transaction in this account. I can only enter a DivX.

@Quicken Kristina - if you need more specifics, let me know. I can take a lot of screenshots at the end of this month.

jersey42 · February 28

I just downloaded the end of month SPAXX dividend for the account mentioned above and the above problem still exists. Here are the steps I went through to fix it along with some screenshots.

Here are the downloaded transaction in my brokerage account. Note the Div (not DivX) for my core account - Fidelity Government Money Market (SPAXX).
After I accepted the transactions it remains a Div in the brokerage account.
Here is the linked checking account. The SPAXX transaction does not appear.
Back in the brokerage account I highlighted the transaction. Note the linked checking account [Fid Brokerage Cash] appears on the transaction. I then clicked on the Edit button.
Here is the edit screen. I did nothing except I clicked on the Enter/Done button.
Now the transaction in the brokerage account switched from Div to DivX.
Back in the linked checking account, the cash transaction now appears. It says uncleared. After I cleared it everything is normal.
Before the migration to Express Web Connect +, all of these steps happened automatically.to

Quicken Kristina · March 6

Thank you for your reply,

To check for file-specific issues that may be causing this problem, I suggest that you try validating your data file. Please save a backup file prior to performing these steps.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

Please let me know how it goes!

jersey42 · March 6

@Quicken Kristina I ran the validation and may try it again at the end of the month. I won't know if it helped until the end of the month. I will find out in early April.

Quicken Kristina · March 6

Thank you for the follow-up,

Please let me know what happens in early April!

Thank you!

Fidelity CMA dividends downloading as Div not DivX

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