SOME Fidelity accounts not found?

douggold

I have a credit card and a brokerage account with Fidelity and my wife has a 401k. I signed in to Fidelity Investments which should have shown the card and brokerage account, and it only showed the brokerage account. I added it. Then, when I try again, it says I "have no more accounts at Fidelity Investments to activate." Then I try to sign in on Fidelity Netbenefits to get my wife's 401k, and it also says I "have no more accounts at Fidelity Netbenefits to activate."

What gives? How can I get Quicken and Fidelity to work together?

douggold

Just tried "Fidelity Rewards Credit Card" and it asks for all my info including a security question, thinks about it for a while, then asks if I mistyped the info. I didn't. So I'm going to keep trying that I guess.

And yes, for Netbenefits I'm using my wife's login info. How was the problem with coexisting Fidelity accounts resolved last time?

MacGuruTX

The card is actually coming from Elan Financial Services but is branded with Fidelity. Yes, you can see manually if you login to your fidelity account. To do it from Quicken automatically you have to enroll a login with Elan Financial Services. This is actually via the site https://www.myaccountaccess.com which is not intuitive. You will then see an enroll button/tab that you can use to do this.

Once you have done that go back to Quicken, Add Account and select Elan Financial Services.

NotACPA

Extending @MacGuruTX's reply.  Fidelity Investment isn't a bank, they're a brokerage firm.  SO, legally, they can issue neither checking accounts nor credit cards.  Those functions are reserved to banks.

They CAN, however, partner with a bank (United Missouri Bank) to offer a "share draft account" that operates almost identically to a real checking account (there are some legal differences ... but for most purposes those are insignificant).

In the same vein, Fidelity ALSO cannot issue a credit card.  But they can partner with Elan Financial so that Fidelity can Co-Brand one of Elan's credit cards.