Two Fidelity NetBenefits 40ak accounts cause data loss

Zulghinlour
Zulghinlour Quicken Windows Subscription Member
edited November 16 in Download, Add/Update Accounts (Windows)

My partner and I both work at the same company and have our 401k with Fidelity NetBenefits. When I add both accounts, the second one will overwrite the first one causing incorrect data for the first account. Is this a known issue in Quicken?

Answers

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭

    There is an old discussion here about some difficult connecting two separate Fidelity accounts to the same Quicken file that might help:

    https://community.quicken.com/discussion/7884372/adding-fidelity-brokerage-accounts

    But I don't think overwriting data would ever happen, unless you are signing in to your wife's account and then linking the already existing accounts for your account to her new ones, which is user error. You should not keep them matched.

This discussion has been closed.

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