Response Framework

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Typographical Answer

Quicken® recognizes cash transactions in a Fidelity account, as it would in a checking account, when you follow these steps:

  1. After a successful download of your History data into Quicken, choose Tools, then Accounts List from the Main Menu.
  2. Select the investment account to which you'd like to add a linked checking account, then choose the Edit button. On the General Information tab on the Account Details window, choose Yes to "Show cash in a checking account." Quicken will prompt you to back up your data file.

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