Self and Spouse 403(B) accounts at fidelity

pdmeht

How do I create 403(b) accounts for self and spouse.  The account type at fidelity is 85603. But the username and passwords are different.  

NotACPA

But which Q product?  And, in Q's "Add Account" dialog, is "401(k) or 403(b)" not an available option?

The glitch is that, technically, your employer ... and not you, own the accounts (look at the legal title of the account in your Fidelity Reports to confirm this.

Q can't tell, because of that, which Q account associates with which FIDO account.  SO, in order to get download to work for the 2nd account, you need to disable download from the 1st account.  And, then, to download from the 1st account again, you need to disable the 2nd account.

SORRY, but that's the way that it works.

NotACPA

Which Q product are you running?  US or Canada?  And what Build/Release of Q (do HELP, About Quicken, for this info).

And, you'll need to set up 2 accounts (1 each), but what type of account you use in Q depends upon what Q product you're running.

Also, if you work for the same employer ... there's a glitch awaiting you.

pdmeht

Thanks for the quick response.

1.  Quicken version: Windows 2019 R18.16 (US).  
2.  403B account is Fidelity Netbenefits (85603)
3.  Yes. Both self- and spouse work for the same employer

NotACPA

But which Q product?  And, in Q's "Add Account" dialog, is "401(k) or 403(b)" not an available option?

The glitch is that, technically, your employer ... and not you, own the accounts (look at the legal title of the account in your Fidelity Reports to confirm this.

Q can't tell, because of that, which Q account associates with which FIDO account.  SO, in order to get download to work for the 2nd account, you need to disable download from the 1st account.  And, then, to download from the 1st account again, you need to disable the 2nd account.

SORRY, but that's the way that it works.

pdmeht

Interesting. Thanks.