cash balances
Every time I update my investment accounts online my cash balance changes incorrectly.
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1 Posted by -Kevin N. on 01 Jul, 2016 05:50 PM
Hi Richard,
We're going to need more information.
How does the Cash Balance change? Is it too high, too low.
Are you receiving Dividends? Are they being reinvested?
Does your Investment account use a Money Market Fund to sweep cash into and out of?
Sometimes Money Market Fund price quotes download as the 7-day yield instead of as the par value. $1.00 (something to check)
-Kevin N.
System closed this discussion on 02 Oct, 2016 02:38 AM.