Can Quicken sync multiple accounts (at a single institution) each with its own login credentials?
Between myself and my spouse, we each have a login ID for our respective accounts at Broker X. Our credentials are different because I have an IRA in my name only, and she has an IRA in her name only. We also have a joint brokerage account which can be accessed from either ID. After setting up Quicken sync access with my Broker X login, and sycning all of my accounts (and the joint accounts with Quicken), I created accounts for my wife that she has at Broker X. After entering her Broker X login credentials in Quicken, I attempted to sync her accounts into Quicken. I got an error message. "Sorry we encountered an error (it's not your fault). Quicken is having trouble connecting to [Broker x]. Has anyone else encountered this problem and if so, is there a solution?