Cannot add both my and spouse's IRA accounts at Fidelity Investments
amydonj
Member ✭✭
Cannot add both my and spouse's IRA accounts at Fidelity Investments. When I try to add wife's account with her own ID and password, Quicken Deluxe for Windows connects and then shows no accounts to choose. If I continue clicking next, Quicken crashes. In Quicken Deluxe for Mac OS, I performed this exact same function with no problem. Both accounts are present and update automatically.
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Best Answer
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Quicken_Natalie
Moderator mod
Hello @amydonj,
Thank you for providing this additional information, although I apologize that you have not yet received a follow-up response.
If you are still experiencing this issue, I suggest contacting Support directly for more advanced assistance.
https://www.quicken.com/support#contact-support
Support has the ability to engage in a screen sharing session with you, and can best work with you to identify a solution.
Thank you,
Quicken Natalie
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Answers
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
We will need a bit more information to be able to assist. Please take a moment to review the information here and post back with the year and version of Quicken you are currently running.
What is the name of the financial institution that you are encountering this issue with?
The more information you can provide regarding this issue will help the Community to better understand and assist.
Thank you,
-Quicken Tyka
Quicken Deluxe for Windows Year: 2020 Version: R27.42 Build: 27.1.27.42
Thank you for the response and the additional details. At this time I do not have multiple credentials for different accounts to be able to test this fully on my end.
I would like to try a test file, to see if confirm that the accounts cannot be added in a brand new file.
To create a test file, please navigate to File > New Quicken File, once the new file has been created, please attempt to add the Fidelity accounts once more and see if you get the same result.
I want to confirm that this occurs in a test file because at times, removing brokerage accounts and attempting to re-add them to the same file can be problematic. I want to rule out this being the cause of the issue.
In regards to your second question:
Unfortunately, I cannot speak whole lot on why that is. Other than that in general, Windows and Mac platforms are very different from one another. The Windows version is also a lot older than the Mac version.
Please let me know how it goes with the test file.
-Quicken Tyka
I created a new Quicken file called "Test" which initially had no accounts. I added my Fidelity Investments IRA successfully. I then tried to add my wife's IRA. It accepted her credentials and connected to Fidelity Investments. However, it came back with no accounts listed on the "IRA / Keogh" screen. In other words, we consistently can only add one or the other IRA accounts under Fidelity Investments in Windows Quicken. When is the Quicken log stored? It should be throwing an error or is there a way to turn on debug mode to get more information?
Don
Thank you for the response and for letting me know the results of the text file.
To locate the logs, please open Quicken and navigate to Help > Logs Files.
Please let me know what you find!
-Quicken Tyka
I looked at the logs and found nothing useful. Your program probably has a debug mode which I don't know how how to turn on so the logs don't have very much information. I have the latest updates in Windows Quicken, but still have the same problem. Many people have had this problem adding two accounts at the same financial institution even though they have different credentials, login and password. You have a bug. Please file a report. I don't know how H.I.G. Capital could let this problem go on for months without fixing it.
Here is an example: https://community.quicken.com/discussion/7854781/can-i-add-accounts-from-the-same-bank-for-2-different-login-accounts
Just plug this Google search into your browser and you will see a lot of complaints: https://www.google.com/search?q=quicken+problem+two+account+at+same+company&oq=quicken+problem+two+account+at+same+company
I work all day on a Windows computer, but every time I want to check my financials, I have to turn on my Mac and use the Mac OS version of Quicken. It shouldn't be that hard to fix; just compare how you handle two different sets of credentials at the same institution in Mac OS Quicken vs Windows Quicken.
Don
Thank you for providing this additional information, although I apologize that you have not yet received a follow-up response.
If you are still experiencing this issue, I suggest contacting Support directly for more advanced assistance.
https://www.quicken.com/support#contact-support
Support has the ability to engage in a screen sharing session with you, and can best work with you to identify a solution.
Thank you,
Quicken Natalie
I have already added my Rollover IRA and my Traditional IRA accounts at Charles Schwab into Quicken 2020 for Windows - Build 27.1-27.28
My spouse also has a Traditional IRA & a Rollover IRA with Charles Schwab with her own login ID & PIN.
When I enter her credentials and click on the Next button, Quicken starts looking for her account at Charles Schwab and eventually comes back with a blank screen. I've tried this several times
There has been one occasion when Quicken also crashed.
Looks like this is a defect that needs to be fixed?
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP