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Why don't I see all my accounts when I link a brokerage firm?


While you can have multiple accounts with the same brokerage firm, some require a separate login for each. This can be confusing: sometimes brokerages pull multiple sites together to make it easy to see all your accounts in one place. Since we’re trying to access the accounts externally, you may need to link them separately.

Some examples include:
• Fidelity Investments and Fidelity NetBenefits (401(k))
• E*TRADE – Investments and E*TRADE – Employee Stock Plans