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Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
So, it does seem that Fidelity is reporting no positions of SWGXX being held otherwise you should have gotten a shares count discrepancy. The flip side of the coin is what is Fidelity reporting to Qu…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
This is odd. It appears to me that this might be a bug as I was able to duplicate it. I set up a test SoldX transaction in an IRA account for 12/31/2025 with the proceeds transferred to a checking ac…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
https://community.quicken.com/discussion/comment/20533463#Comment_20533463 You removed the SWGXX security from your Security List? That could well be the primary reason why you are not getting the SW…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
@mikek753b - It appears you rejected @Tom Young's reply without providing a reason as to why you rejected it. That makes it very difficult for anyone else to know how to respond to your question…1 -
Re: Fidelity Cash Acct Changes\Fund Removed
I have 2 accounts that will be affected but are not yet. One is mine and one is my mother-in-law's. I just checked the Positions tab for these accounts on Fidelity.com and one still shows SPAXX …1
