Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 2814

Personal Investments • Re: Money market funds in Fidelity for lower CA state tax?

$
0
0
Now my FDLXX finally working..

Is it possible to change my 'Core' account (i.e. settlement) to FDLXX? How? Thanks!

I just transferred all my funds from SPAXX to FDLXX, but I actually planned to get a 52week tbill next Tuesday. If I can't use FDLXX as my core position, then I'll have to miss Tuesday's auction (Monday is a holiday) :(
Yes and No:
Yes: FDLXX will automatically be used to settle your other purchases
No: Newly settled $ (from sold positions or dividend/interest etc.) will not automatically be moved to FDLXX. You will have to place an order to buy FDLXX.
The above is my personal experience.

Statistics: Posted by ut2sua — Fri Feb 16, 2024 4:41 pm



Viewing all articles
Browse latest Browse all 2814

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>