Handling Cash sweep accounts for brokerage accounts
TD Ameritrade (and I'm sure others) offer FDIC and SPIC insured accounts. When the brokerage account downloads transactions, these show up as a security. is it possible to have a sub account for these so they will show up as a sweep account under the main security account.
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1 Posted by dtd on 15 Nov, 2023 12:00 AM
I use Fidelity, which has one of these... I can't find a way to do what you requested, I just have to occasionally do a fake buy/sell (since Fidelity doesn't report a sweep) to move the money from cash to the sweep account.
2 Posted by dtd on 15 Nov, 2023 12:01 AM
And of course those transactions never get a blue open circle, as they are never reported from Fidelity.
System closed this discussion on 14 Feb, 2024 12:10 AM.