Why is my Fidelity Cash Management account grouped with my investment accounts?

Originally, when the Fidelity Cash Management accounts were supported they were setup with your Bank accounts. While these accounts may be primarily cash accounts, they are able to be used for trading and are not traditional "bank" accounts. Based on recommendations from Fidelity, we have made a change to group these accounts with your Investment accounts. This change is in line with the classification of these accounts at the Fidelity site, and you will now see all of your Fidelity accounts under investments (excluding any Fidelity Visa accounts).

 

 


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