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Possible to link MD+ to more than one login at the same brokerage?

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Ted

10 Jul, 2026 03:14 PM

Recently I added Fidelity to MD+. I noticed that I wasn't able to add a second Fidelity account with its own login. With OFX I had been providing the credentials for the other account that I also manage. When I try to setup MD+ and go through the steps, at the end it returns an error on the MD/Plaid webpage stating that Fidelity logins aren't working. I suspect the real issue is that I already have Fidelity setup with my own account, and Plaid isn't allowing a second login for the same brokerage. Is anyone else experiencing the same issue?

FWIW, the workaround I plan to use is to have the other person authorize me to access their account via Fidelity, which should make it appear on my list of Fidelity accounts. I just wanted to be sure there wasn't a way to have two logins in case I wind up needing it. Thanks!

1. 1 Posted by dtd on 10 Jul, 2026 05:38 PM

   

   I'd say just add two different fidelity 'banks' and use a different login for each. though i dont do that for fidelity i do it for chase, schwab, and usaa (me ans spouse logins)

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2. 2 Posted by Ted on 10 Jul, 2026 07:25 PM

   

   Thanks for the reply! That's exactly what I tried to do, and the second fidelity bank fails every time during the Plaid setup phase.

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3. 3 Posted by dtd on 10 Jul, 2026 08:09 PM

   

   do you get an error message - ie 3rd party permission, invalid password, etc.

   I even have four chase banks for four account/pwds - self, business, spouse, spouse business

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4. 4 Posted by Ted on 10 Jul, 2026 09:04 PM

   

   I'll have to run it again, but it's something like "Fidelity login not working at this time" even though my primary Fidelity setup worked great. Maybe it really was a temporary issue, and I need to try again.

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5. 5 Posted by dtd on 11 Jul, 2026 12:39 AM

   

   not working at this time should be temporary, though some have it a lot,

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6. 6 Posted by Ted on 26 Jul, 2026 10:21 PM

   

   Thanks, I'm now experiencing that same issue trying to add a new Fidelity account to my same login. I incorrectly assumed the error was due to using a second login. Apparently it's just something that happens from time to time trying to setup MD+.

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7. 7 Posted by dtd on 26 Jul, 2026 10:34 PM

   

   fidelity often limits setup times to certain hours for some reason i don't fathom.

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