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Personal Finance (Not Investing) • Re: Fidelity as a one stop shop

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The CS rep says "and on June 18, 2024, you will be able to actually make SPAXX your cash core position in the Cash Management account. "

I read as wait until the 18th.

My kudo was for posting a template of how to do it when available
I believe it is June 18 now, but I could be wrong. :wink:
Yeah, not working for my CMA yet either, though the dates have been a bit all over the place in terms of when it would work. Latest form reddit seems to be "end of this week".

I posted this in another thread, but https://digital.fidelity.com/ftgw/digit ... /X12345678 will let you change the core position for any account. Replace X12345678 with your actual CMA account number in the URL starting with leading X. You don't have to have any cash in your core position to use it.
You must have an old account if you have a leading X. They've gone to Z's at some point. :D
X prefix is CMA, Z prefix is taxable brokerage, number prefix is one of the other account types: HSA, IRA, etc.

The SPAXX core position change is working now, and I was able to use the link with no cash in my core position.

Statistics: Posted by bople — Tue Jun 18, 2024 7:35 pm



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