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Re: Fidelity Investments not able to sync
What type(s) of accounts do you have at Fidelity … because Fidelity goes by multiple names in Q depending upon the account type. "Fidelity Investments" is for retail brokerage and mutual fu…1 -
Re: New to Quicken why dont my Brokerage numbers line up
On a security by security basis, have you compared the shares/units held in each security? And, for any where those numbers don't agree … have you made the corrections? And then, have you compar…1 -
Re: Change my Fidelity Cash Management from Brokerage to Banking
Fidelity Investments is a brokerage firm … not a bank. By law, they can't issue true "checking" accounts. BUT, as we both know, a Fidelity MMF works pretty much the same as a checking …1 -
Re: Is there some way to reclassify the Vanguard Savings Account? It comes in as brokerage
Vanguard is a brokerage firm, not a bank. THUS, by law, it can't offer a true "savings account" (or, a checking account). What it can do, however is offer accounts that act like "…1 -
Re: How can I change a connected account to leave new entries uncleared after update?
No such setting exists. BUT, what you can do during the manual reconcile is click the "Mark All" box at the bottom of the reconcile dialog which will cause it to change to a "Clear All…1
