Question for people who have a Fidelity Investments margin balance

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Cal Learner

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Apr 9, 2026, 10:03:16 PM (7 days ago) Apr 9
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I am working on an F2O enhancement that will populate the Bank Balance (upper right) for the investment Cash Accounts.

If you carry a margin balance at time, I would be interested to know if and how that shows up in the Portfolio_Positions*.csv lines.

My current plan is to populate the "Bank Balance" number with the balance in the Fidelity core holding (the sweep account).
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