Hello Mark,
In addition to brokerage and IRA accounts at Fidelity, I also have a cash management account ("CMA"), which I use for writing checks. I successfully retrieve transactions from the brokerage and IRA accounts, but not the CMA account (CMA transactions are transfers in/out, interest earned, checks written, etc). Is there some way to retrieve the CMA transactions? Or should I download the transactions for this account as a csv, format as needed, and then import?
Thanks.