Fidelity Access
If I understand correctly Fidelity is replacing use of direct connect / OFX protocol with a new protocol referred to as "Fidelity Access". From what I can see Moneydance (and Quicken) do not (yet?) support this new protocol.
This is important in that Fidelity has indicated the continued use of MoneyDance then violates their lost funds replacement guarantee due to use of nonapproved 3rd party. Note that their use of term "3rd Party" seems different than infinitekind.
I note that Vanguard has also stopped use of OFX and does not seem to have a replacement intent. Have to use downloads by account.
Can anyone at Moneydance provide current status of this? Will Moneydance be updated to support Fidelity Access?
Showing page 11 out of 11. View the first page
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
301 Posted by whitedavidp on 14 Jan, 2026 01:31 AM
So taking advantage of Kevin's great idea, I have the latest MD running in a Win10 (up to date) virtual box against a copy of my actual data.
I installed the extension and ignored the signing stuff.
I downloaded a file called Accounts_History.csv and did it while looking at the display of All Accounts so I hope I did that right - not one file per account - of which I have several.
But when I try to execute the extension and point it at the file, it gives an error and I see this in the console:
File "extension(import_fidelity):import_fidelity.py", line 420, in doMain
NameError: global name 'key' is not defined
File "extension(import_fidelity):import_fidelity.py", line 441, in doMain
File "extension(import_fidelity):import_fidelity.py", line 123, in dump
Anyone have any ideas here? Thanks to all and especially to those who helped make this extension!
302 Posted by mmd on 14 Jan, 2026 02:16 AM
@whitedavidp Did you get the extension from https://infinitekind.tenderapp.com/discussions/general-questions/24... ?
Your error message makes me think you got one from an earlier comment that had a typo in it and would have resulted in that error.
Latest one should be version 8.
I think the one with that error was version 6.
Thanks!