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Re: Cannot Rearrange Investing Accounts.
This is a Fidelity Managed Account issue. They have a new system they claim will help reduce taxes this year by a couple of thousand dollars. They keep about 75% of the portfolio in regular mutual Fu…1 -
Re: Fidelity Money Market Mismatch Message after EWC+
I cannot tell you if the issue is fixed. I have to wait until there are other transactions in the account which is not every day. But I will validate.1 -
Re: Fidelity accounts - I do not see the Cash Representation option
I have the same issue as https://community.quicken.com/profile/emhamiltn but as mentioned only in one of my three Fidelity accounts (Managed IRA). On Tuesday I have a call with scheduled with suppose…1 -
Fidelity accounts - I do not see the Cash Representation option
I am running 64.30 and per Kathryn's post, there should be an option to change the Cash reporting on my Fidelity IRA account. Under Investing I show "Cash" but when Quicken updates it …1 -
Re: Cannot Add Back One of My Fidelty IRA's to Quicken after Transition
I took care of the issue by deactivating all of the Fidelity accounts. When I added them back it worked OK. Thanks1
