MD+ and husband/wife accounts

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batorok

02 Mar, 2025 06:25 PM

hi,
I am wondering if Plaid/MD+ supports automatic downloads of my wife's as well as my accounts from banks where we have separate logins, like chase, fidelity, vanguard? I was using quicken simplifi and this functionality was there but went away...
thanks

1 Posted by dtd on 02 Mar, 2025 10:31 PM

I have four chase credit card logins with MD+ - my personal, my business, my spouse's personal, and my spouse's business.

I do note that MD+ creates four headings called "Chase" followed by the cards that belong to that login. Also, if there are duplicates (i.e. same card in more than one account) I only connect one and leave the other out.
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