Help connecting two sets of accounts with Fidelity (edited)

vmorgs
vmorgs Member ✭
edited January 6 in Adding and Updating Accounts

My husband and I both have employer sponsored 401k's managed by Fidelity. I tried adding the same institution twice. Once with my credentials. Once with his. The end result was it showed my companies 401K plan name with his 401K plans balance. Is there a way to connect BOTH of them to Simplifi separately?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @vmorgs,

    Thanks for reaching out! It sounds like what happened here is that after you added your husband's account, it linked to your existing Fidelity account in Quicken Simplifi. Could you please confirm if this is the case here?

    A good workaround we usually have for this kind of issue is to have you try using two different instances. In this case, I would have you add one account using the Intuit instance "Fidelity Inv and Retirement", and the other account using the Finicity instance "Fidelity Investments".

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    Let us know if this works out for you!

    -Coach Jon

    -Coach Jon

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