Checking Account at Fidelity Brokerage is forced to be Investment Account
I have my checking account with my Fidelity brokerage. I used to be able to change the account type to: Banking > Checking, but now Simplifi forces it into the Investment category. Please fix this problem. It makes managing cash very complicated to have this intermingled with investment accounts while separated from my other cash checking accounts. Furthermore it causes it to display an erroneous total cash amount.
Comments
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This is a known problem. They are working on a solution for this, but it would help if you added your vote to the suggestion below:
I still have my Fidelity Cash Management listed as a Savings account because I did it when it was still possible. It might be possible to make the account manual, then put it where you want, and then relink it to Fidelity, and maybe it will stay. I've had to relink recently and it stayed put. But I make no guarantees.
And to the community, please vote this up as one day as you may get one of these investment accounts yourselves.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0
