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Self and Spouse 403(B) accounts at fidelity

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.  

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Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • 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
  • Interesting. Thanks.
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