I am unable to add my newest Fidelity account to Quicken. Please Help
I have many Fidelity accounts that I track in Quicken. Earlier this month my wife and I opened 2 more accounts (RothIRA's). I was able to see and add mine but am unable to see and add my wife's. I have limited authority over that account at Fidelity but that has never been an issue in the past as I have added many of my wife's accounts over the years. I can even see the account when I log into Fidelity but doesn't show up in Quicken. I'd appreciate any help. Thanks!
Answers
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Do you download separately from accounts owned by you (or joint) vs accounts owned solely by your wife? My wife and i don't have joint investment accounts, but I download her accounts into Q, from Fidelity, separately from the downloads of my accounts.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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In the past I've been able to see my wife's accounts in Quicken since I have limited authority and can see them on my Fidelity page.
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I also can view my wife's accounts when I log into my Fidelity account … but I've ALWAYS (IIRA) needed to have OSU log into her accounts to download from them and I can't initiate any transactions in her accounts when I'm logged in as me.
I just logged into Fidelity and confirmed that I have "Full Authority" regarding her accounts. You might check the same re: your accounts. At Fidelity see PROFILE, Authorized Access.
Also, Fidelity has recently changed some of their security protocols, you might look into those also.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
