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?
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541 Posted by pctomac on 23 Jul, 2026 12:54 PM
OK, thanks.
542 Posted by dwg on 23 Jul, 2026 01:01 PM
Most signed extensions, even if not available in the automated installation system, should be available from the extension repository for you to download and manually install.
I note the Fidelity extension is in the preview section of the repository:
https://infinitekind.com/app/md/extensions/preview/
543 Posted by pctomac on 25 Jul, 2026 12:41 PM
Thanks @dwg but I don't know how to utilize this site. I have no computer skills and am on a Mac. I assume the extension I'm looking for is the import_fidelitydotmxt. Other than that, I'm afraid I'm at a loss of what to do. Thanks.
544 Posted by dwg on 25 Jul, 2026 01:13 PM
This repository is what sits behind the Manage Extension menu item in Moneydance and the web site that also accesses the extensions.
The mxt files you see are the actual extension files that are installed by the manage Extension screen.
To Install manually you simply download the specific mxt file to your local machine. When you go into Manage Extension in Moneydance there is an Add From file button at the bottom of the screen, you use this to open Explorer/Finder/File Manager then you can navigate to where you downloaded the mxt file to and select the file to install it.
That is really all there is to it.
As I'm often testing new/updated extensions I do this quite regularly, it works quite well.
545 Posted by pctomac on 25 Jul, 2026 01:23 PM
Great, thanks.
546 Posted by lordpixel on 25 Jul, 2026 01:40 PM
~8 months have passed by since Fidelity broke this. I've been moving new investments away from them as what little I can do to punish them but let's focus on Moneydance here.
Another month without any news or update.
What I need to decide is when this year's paid upgrade comes out, do I continue to pay for it as I have for the last couple of decades or do I conclude this is throwing good money after bad at this point? Especially as I assume I'll have to pay a monthly subscription on top?
Some things perhaps can't be helped but communications are always fixable.
547 Posted by tiptonbob on 25 Jul, 2026 03:01 PM
DELETE My ignorance
548 Posted by dtd on 25 Jul, 2026 06:09 PM
@lordpixel - I assume the signed extension is not acceptable to you nor is the Plaid/Fidelity working link? Both fix the issue with Fidelity.
549 Posted by dtd on 25 Jul, 2026 06:12 PM
@lorddpixel - when is the last time you paid for an upgrade? if 2024, you will get the next upgrade for free, otherwise half price.
550 Posted by dtd on 25 Jul, 2026 10:40 PM
@lordpixel - you may also want to read this very recent post by Sean:
https://infinitekind.tenderapp.com/discussions/suggestions/17651-2026-wishlist#comment_65536852
551 Posted by mmd on 27 Jul, 2026 06:37 PM
FWIW, I've now set up a real email address if anyone needs to reach me (I don't get updates on this thread anymore, and although @stuart and @dtd are great at pinging me, it is nice sometimes to be able to send an attachment or similar and the old forwarding service I used didn't allow these through).
moneydance.mmd at gmail dot com
Hope that helps!