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?
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.
    John Pierce

    From: Infinite Kind <[email blocked]>
    Sent: Wednesday, September 1, 2021 12:05 PM
    To: [email blocked]
    Subject: Your support request has been received by The Infinite Kind

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    The Infinite Kind technical support:<>
    email: [email blocked]

    Hello John Pierce!

    This is an automated response to let you know that we've received your request:

    How to handle Fidelity Cash Accounts

    and will respond as quickly as possible. Answers to many common questions can be found in our knowledge base<> and user guide<>.

    Based on your support request, we think you may find the following articles from our FAQ helpful:

      * Types of Accounts<>
      * Transfers between Accounts<>
      * Tracking Cash Purchases<>

    We'll send an email to you (at [email blocked]) when we update your support request. Alternatively, you can keep track of this conversation online<>.

    Thanks again!

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