Fidelity - Extra transactions; "Redemption From Core"
Comments
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Hey everyone, we won't have any further updates to provide on this from our end since the ticket was closed. Please see my comment here:
With that, please contact Fidelity directly since we are using their API to connect; their contact info is available here:
If anyone learns anything from Fidelity, feel free to post back in case it helps other users. Thanks!
-Coach Natalie
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Thank you Ursula. This tip worked for me!
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Bumping this back up. Is there any further guidance other than exclude/manually delete the transactions and push on Fidelity for an update?
Is there any option for an auto-delete rule or something similar? I see more and more discussion around people moving to cash management accounts from traditional banking, so this may be an increasing issue.
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Hello @jtb36,
There is no updated guidance. There have been some helpful tips from earlier in the discussion, such as this one:
Thank you!
-Coach Kristina
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