Fidelity Cash Accounts

bnw
bnw Quicken Windows Subscription Member
edited April 26 in Download, Add/Update Accounts (Windows)

I still have the problem reported whenever the link to Fidelity was changed. Namely, my Fidelity cash account now will only download as an investment account. Since this is my primary checking account, this change has forced my to switch to manual reconciliation of this account with no downloads in order to avoid a mess of silly transactions coming into Quicken. Is there any hope that this will be corrected so that I can return to downloading this account in the same way I have done for many, many years?????

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    How do you have that "cash account" set up in Q? If you click TOOLS, Account List and click EDIT next to the taxable brokerage account … is "Show cash in a checking account" checked. This creates a pseudo-checking account in Q, that acts as if it were a real account.

    OR, perhaps, are you a former MS Money user where the brokerage cash was a real separate account?

    I have "Show cash …" set for both my Fidelity checking account and my wife's, and they work flawlessly.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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