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How to download from Fidelity Brokerage

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Ken

01 Apr, 2015 04:41 PM

Fidelity tech support says they export to CSV but if Quicken-type files are needed, the software (Moneydance) has to "pull" Quicken-type files from Fidelity. How do I get that to happen?

1. 1 Posted by Scott Meehan on 02 Apr, 2015 08:00 PM

   

   Hi Ken,

   You can connect directly to Fidelity bank accounts and investment accounts from within Moneydance. To do so, you may have to enable "Direct Connect" access to your account first. Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

   Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

   Once "Direct Connect" access is enabled, you can connect to them with these instructions:

   http://help.infinitekind.com/kb/online-banking/setting-up-online-banking

   Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

   Scott Meehan
   Infinite Kind Support

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2. Scott Meehan closed this discussion on 02 Apr, 2015 08:00 PM.