I am unable to add my newest Fidelity account to Quicken. Please Help

Question

I have many Fidelity accounts that I track in Quicken.  Earlier this month my wife and I opened 2 more accounts (RothIRA's).  I was able to see and add mine but am unable to see and add my wife's.  I have limited authority over that account at Fidelity but that has never been an issue in the past as I have added many of my wife's accounts over the years.  I can even see the account when I log into Fidelity but doesn't show up in Quicken.  I'd appreciate any help.  Thanks!

NotACPA · Answer

I also can view my wife's accounts when I log into my Fidelity account … but I've ALWAYS (IIRA) needed to have OSU log into her accounts to  download from them and I can't initiate any transactions in her accounts when I'm logged in as me.

I just logged into Fidelity and confirmed that I have "Full Authority" regarding her accounts.  You might check the same re: your accounts.  At Fidelity see PROFILE, Authorized Access.

Also, Fidelity has recently changed some of their security protocols, you might look into those also.

novaman · Answer

https://community.quicken.com/discussion/comment/20468327#Comment_20468327

In the past I've been able to see my wife's accounts in Quicken since I have limited authority and can see them on my Fidelity page.

novaman · Answer

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