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

RhysR
RhysR Quicken Windows Subscription Member
edited March 1 in Download, Add/Update Accounts (Windows)

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?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    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!

    Quicken Kristina

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  • RhysR
    RhysR Quicken Windows Subscription Member

    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
    RhysR Quicken Windows Subscription Member

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

  • Mark D
    Mark D Quicken Windows Subscription Member ✭✭

    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.

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