Overview
When connecting Fidelity to multiple Spaces in Simplifi, you may experience a deauthorization loop where authorizing Fidelity in one Space causes it to disconnect from another.
This behavior can occur when accounts are unchecked during the Fidelity authorization process. It may result in connection errors, missing transactions, or other account-related issues.
Things to Note
You may experience the following issues when connecting Fidelity to multiple Spaces:
Authorizing Fidelity in one Space disconnects it from another Space.
Fidelity accounts repeatedly disconnect and require reauthorization.
You receive errors such as 324 or ACCOUNT_NOT_FOUND.
Transactions may be missing from your accounts.
To resolve this issue
To prevent Fidelity from disconnecting between Spaces, follow the steps below to reconnect your accounts.
Before reconnecting Fidelity, disconnect all Fidelity accounts from all Spaces.
Connect Fidelity to the First Space
Open the First Space in Quicken Simplifi.
Click + New and search for Fidelity Inv & Retirement.
Sign in to your Fidelity account when prompted.
During the authorization process on the Fidelity website, authorize all accounts, including any accounts you do not want to add to Quicken.
Once the authorization is complete, return to Quicken Simplifi.
Select the Accounts to Connect
In the Simplifi Add Account screen:
Review the accounts returned by Fidelity.
Remove the checkmarks from any accounts you do not want to connect.
Link the remaining accounts to your existing Simplifi accounts, or add them as new accounts if needed.
Complete the connection process.
Repeat the Process for the Second Space
Repeat the steps for the Second Space.
Make sure to authorize all accounts on the Fidelity website each time, even if you only want to connect a few accounts to the Space.
Note: When connecting Fidelity to multiple Spaces, authorize all accounts on the Fidelity website before selecting which accounts to connect in Simplifi.
Removing account selections during the Fidelity authorization process may cause other Spaces to lose their Fidelity connection.
If you have any questions about Quicken Simplifi, our support team is here to help.