No. of Recommendations: 1
Both of our Roth and the taxable accounts are set up as a "Brokerage" account and have the option of choosing a linked cash account though I only use it on the taxable account. The rollover IRA is listed as a "Traditional IRA" and it doesn't have the option of the linked cash account, though it still shows the line for cash in the portfolio view.

Has your friend considered exporting the data from the existing account and setting up a new account and then importing the same data? I've never tried this so I can't say whether it would work. It still sounds to me like a problem with how the broker communicates transactions to the sweep account is the real problem.

Personally I would not use the linked cash account on any tax deferred accounts simply because tracking cash is not important like it is in a taxable account.

Your friend's MMV,
Kurt
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