Redemption money Transfer to keep account filled

[Mark.S]

Welcome Wade

Check out this post:

Tiller and Fidelity Cash Management Account

I did the same recently and it’s worked perfectly for me. Fidelity is an open banking connection, so excellent syncing Since it’s really a brokerage account (that’s connected to a UMB bank account), it does have extra transactions moving funds into/outof the core fund. I AutoCat them like this, and delete them: [image] ^PURCHASE INTO CORE|^REDEMPTION FROM CORE