tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/93801-fidelity-investment-direct-connect-downloadsInfinite Kind: Discussion 2020-05-26T21:40:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480248432020-01-21T21:05:25Z2020-01-21T21:05:25ZFidelity Investment Direct Connect Downloads<div><p>I'm a fellow user.</p>
<p>Many institutions only provide the last 30-90 days of data via their Direct Connect system, it allows them to keep the systems relatively small, These systems are independent of the institutions main systems and usually receive just a data feed, often just once a day as part of a processing run. It is also envisaged that customers will update their personal systems frequently.</p>
<p>What the institutions also generally provide is the ability to manually download transactions files from their Web site that cover a greater time frame, and these can be imported into the software. I suspect this is what Fidelity means by you can download 24 months of data. Moneydance can import the common formats like OFX/QFX and QIF. CSV files are usually unsuitable for loading into Investment accounts.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/480248432020-02-25T16:32:56Z2020-02-25T16:32:56ZFidelity Investment Direct Connect Downloads<div><p>Thanks for the update. It is very hard to import the manual downloads from CSV into investment accounts....</p>
<p>Will do the manual transaction by transaction entry.</p></div>jonathantag:infinitekind.tenderapp.com,2009-01-14:Comment/480248432020-02-25T21:30:57Z2020-02-25T21:30:57ZFidelity Investment Direct Connect Downloads<div><p>To get a CSV file that could be converted and imported into investment account would be extremely rare. The data needed is so exact that it would not be something that a financial institution would prepare. The only thing that I have seen that can be used is a CSV file produced by another financial management program and even that needed some work.</p></div>dwg