How to handle Fidelity Cash Accounts

John Pierce's Avatar

John Pierce

01 Sep, 2021 07:03 PM

My Fidelity Brokerage and IRA accounts want to transfer the cash & core transactions to a band account when I download from Fidelity into Money Dance. Do I need to set up a Bank Account for each of these? Can you provide specific information on how to handle these XFERS?
Thanks,
John Pierce

  1. 1 Posted by JJ Pierce on 18 Sep, 2021 07:54 PM

    JJ Pierce's Avatar

    I have never received any follow up on this.
    Please advise.
    Thanks,
    John Pierce

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    How to handle Fidelity Cash Accounts

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      * Transfers between Accounts<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Finfinitekind.tenderapp.com%2Fkb%2Fregister-and-transactions%2Ftransfers-between-accounts&data=04%7C01%7C%7C2217e462452e4a55862908d96d7b7012%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637661199194740261%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=HJt81CqS9s4jbTlwElDtbVzROzwHsmGHlGcmTgKVKEc%3D&reserved=0>
      * Tracking Cash Purchases<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Finfinitekind.tenderapp.com%2Fkb%2Fregister-and-transactions%2Ftracking-cash-purchases&data=04%7C01%7C%7C2217e462452e4a55862908d96d7b7012%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637661199194750221%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=VLjq8EYRQaTndnsI2jYMfoJAfQxXMLs7C3yLDgmGTso%3D&reserved=0>

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