How to use Fidelity Express Web Connect with two Fidelity logins?

RhysR

My wife and I have a number of accounts at Fidelity. Been having trouble since going to Express Web Connect. I deactivated all my Fidelity accounts, then I reactivated them. My Fidelity login grants access to my accounts and my wife's accounts (for which I am authorized), except her Fidelity credit card (which for some reason I cannot be authorized to see with my login). When I reactivated online services for our Fidelity accounts using my Fidelity login everything works fine, except that I can't link her credit card account with my login because I am not authorized at Fidelity to see that account. So we use her Fidelity login to activate her credit card. After doing this, when I go to update accounts, it says all the other accounts we previously activated are no longer found at fidelity. I've tried de-activating and activating multiple times. When I activate with one login, works fine, but as soon as I activate the other account with the second login, I have accounts that aren't found at Fidelity. How do I fix this?

Quicken Kristina

Hello @RhysR,

Thank you for reaching out! To help troubleshoot, please provide more information:

• Are you connecting all accounts (except for the credit card) under your login credentials?
  • If you're not the primary account holder, that could cause the accounts where you're authorized, but not the primary, to disconnect.
• Is the credit card a Fidelity Rewards Visa?
  • If it is, which connection option are you using for it: Fidelity Investments, or Elan Financial Services?
• When you authorize the connection through Fidelity's website, are you leaving all the accounts that you want to connect to Quicken selected?
  • If you are unselected all except the account(s) you're trying to connect, that will revoke the authorization for the unselected accounts, which would cause them to become disconnected in Quicken.

I look forward to your reply!

RhysR

All going through Fidelity. I have tried connecting only my accounts under my login, and only hers on her login. As soon as I connect hers, Quicken says mine not found. If I connect hers first, then mine, Quicken says her accounts not found. The not found accounts do not update when doing an update all accounts. If I connect all of her accounts on my login, then only her credit cards on her login, same thing happens, many accounts not found.

RhysR

I've tried selecting all available accounts on both logins, the result does not change.

Mark D

RhysR: Assuming that your not also suffering, as we are, from the Feburary Missing transactions debacle last seen here when you do get your Fidelity accounts working, see my recommendation below this link:

https://community.quicken.com/discussion/7971451/new-2-25-26-fidelity-investments-missing-transactions-incorrect-balance-missing-securities-etc

We've had your issue too and I've resolved it by reauthroilzing and linking to existing Quicken Fidelity accounts first and my wife's Fidelity Elan Visa will not appear in that process. To "fix" this, go to Quicken's Account Details for the card and make sure that the Financial institution is set to Elan Financial Services (i.e. not Fidelity Investments) and then (re)authorize it with her direct login credentials at the Elan Financial site. That should solve the issue for the Credit card, but of course, doesn't help on Fidelity to Quicken data feed issues that have plaqued at leas two months out of the past 12 now. Good luck and let me know if this helps.

Gary E

I have this same issue (without the credit card) with accounts between me and my wife. I have my company 401k plus a number of IRAs under my name and my account login at Fidelity. My wife has 2 IRAs and 1 brokerage account under her name and her account login (obviously different login than me since they are under her name. I have tried to reauthorize them and have the same issue—when I try to reauthorize mine with my login, during the update process it tells me that her accounts are not found (obviously because they are under her login). When I try to authorize hers, it tells me that my accounts are not found (obviously because they are under my login). I thought I had this all correctly setup more than a week ago, but noticed one of her accounts no longer showing any holdings, so I then tried updating/reauthorizing and now no matter what I do I cannot get my wife's accounts and my accounts (under separate login IDs and passwords all at Fidelity) to download correctly.

Quicken Kristina

Hello @Gary E,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

• Are you authorized users on each others' accounts?
• When you reauthorize accounts, are all the accounts visible regardless of which login credentials you use?
  • If they are, do you make sure to leave them selected on Fidelity's site, then select "Don't Add to Quicken" on the Add/Link screen in Quicken (to ensure they don't get reconnected under the wrong credentials)?
• When you say that you can't get them to download correctly, is that due to authorizing one causing the other to get disconnected?
  • If not, then please provide more details on what is happening.

I look forward to your reply!