Adding new accounts for WF Advisors under spouse login with all other accounts under deceased spouse
I have several accounts that were set up under my father's login that I manage for WF Advisors. He passed away and some new accounts were created for my mom and I am trying to add those to my parents file in Quicken for Windows Enterprise, but it keeps switching back to my Dad's login after I add them under my mom's login. I need the new accounts to stay under my mom's login to download activity which it is not doing
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