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!