Fidelity Direct Connect.
I am attempting to use the Direct Connect method of connecting to Fidelity since they no longer support Plaid. However, the help text for using the Direct Connect method does not match what I'm experiencing within MD. I am not getting any option to use Direct Connect to connect to Fidelity from within MD.
For example, if I highlight the account on the left side, then click on Online, then Setup Online Banking, I don't get an option to Direct Connect anything. But the help text says I should (see attached). The section highlighted in orange -- Connect to OFX Service -- is not available from within MD. What am I doing wrong? Thanks in advance.
Direct_Connect___Online_Banking_and_Bill_Pay___Knowledge_Base_-_Infinite_Kind_Support.png
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1 Posted by dtd on 04 May, 2024 07:16 PM
You need to blow away the MD+ connection that you established with Fidelity (assuming you did set it up even if it does not work). You can do this either by going to MD+ and disconnecting Fidelity entirely, or if that does not work, go to Toolbox (there is a way to blow away MD+ connections if you can't do it any other way)
2 Posted by dtd on 04 May, 2024 07:17 PM
There are ways to set up both at the same time, but since Fidelity does not work with Plaid, there's no reason to do so.
3 Posted by he on 04 May, 2024 08:01 PM
Thank you for your help. I did blow away the MD+ connection that I'd already established but was not doing anything at all, i.e. no transactions were getting downloaded.
Can you please provide more direction on the Toolbox tool that can zap the remnants of my Fidelity connection? I use Plaid for other brokerages and I don't want to touch those connections because they work just fine. I just need to get rid of the Fidelity detritus. Thanks.
4 Posted by dtd on 04 May, 2024 08:50 PM
I think it is
Force Disconnect an MD+ connection (use with care)
And it does say "use only if Disconnect/etc. does not work"
Stuart will know more if he contributes.
5 Posted by dtd on 04 May, 2024 08:51 PM
As always, make a backup first.
6 Posted by he on 05 May, 2024 12:36 AM
As it's late on Saturday evening here in the States, I'll wait until tomorrow to run this. I'll post my results when I'm done. Thank you for your help.
7 Posted by he on 05 May, 2024 04:21 PM
I tried the Force Disconnect an MD+ connection (use with care) but the Fidelity connection does not show up there. So apparently, going into MD+ and disconnecting Fidelity worked just fine.
But it doesn't solve my problem. I still can't get to the screen within MD that allows me to establish a Direct Connect connection to Fidelity (i.e. a screen to allow me to enter my login credentials). And so I still can download from Fidelity. Any help would be appreciated.
8 Posted by Htownhman on 05 May, 2024 07:22 PM
Hi, I have the exact same issue. Tried to do the same things as you today, with no success. Is there any way to make this work???
9 Posted by Stuart Beesley ... on 05 May, 2024 07:27 PM
Toolbox... Online banking menu. Cleanup banking links...
10 Posted by he on 05 May, 2024 07:42 PM
DISREGARD ALL OF THE BELOW. AFTER EXITING MD AND RE-ENTERING, I'M NOW PRESENTED WITH THE OPTION OF AN OFX CONNECTION. Thank you for the help.
Thanks Stuart. Did as you suggested (after a backup of course) and Toolbox identified seven missing/dead online banking links. I accepted all the warning and ran the cleanup. Everything ran just fine but no joy on being able to connect to Fidelity via direct connect.
To summarize:
- I'd established a Fidelity connection way back when through MD+
Yesterday I disconnected that connection also through MD+. (Fidelity now now longer appears in MD+)
Today I ran the Toolbox tool you suggested to no avail.
According to MD's help text, I should now be offered an opportunity to connect via Direct Connect, which isn't happening. When I attempt to connect via online banking, I'm taken to the MD+ screen with no opportunity for Direct Connect.
Any help is appreciated.
11 Posted by Stuart Beesley ... on 05 May, 2024 07:55 PM
That is very odd. Please restart MD then in Toolbox
Then grab help/console. Upload that here.
12 Posted by he on 05 May, 2024 08:02 PM
Hi Stuart, please see my edited post above. After restarting MD, everything worked just as it should. I followed your instructions to a T but neglected to restart MD. After doing so, all is well. As usual, thank you for your help. Especially on a Sunday.
13 Posted by Stuart Beesley ... on 05 May, 2024 08:11 PM
Toolbox 🧰 +1 😃
Odd. A restart shouldn’t really be needed, but glad it worked!!
14 Posted by Stuart Beesley ... on 05 May, 2024 08:11 PM
Unless toolbox is trying an internal restart but failed… perhaps.
15 Posted by Htownhman on 05 May, 2024 08:14 PM
Thank you very much for your help! I tried this approach also. I got the ofx screen, but then when I clicked on the account, it asked me for online banking or bill pay and had the selection grayed out. no way to access the accounts. Any ideas?
Thx
H
16 Posted by he on 05 May, 2024 08:19 PM
@Htownhman Confirm you're connecting to Fidelity Investments, and not to any other brokerage with Fidelity in the name?
17 Posted by Stuart Beesley ... on 05 May, 2024 08:23 PM
Send a screenshot of what you are seeing.
18 Posted by Htownhman on 05 May, 2024 08:24 PM
@he thanks - have done that. Attached a screenshot of the screen I am getting stuck on..
19 Posted by Htownhman on 05 May, 2024 08:33 PM
No way to select either option. Account numbers do not appear either..
Thx
h
20 Posted by Stuart Beesley ... on 05 May, 2024 08:39 PM
Ok. Well this is no longer an issue about not getting the ofx option..
21 Posted by Htownhman on 05 May, 2024 08:59 PM
Indeed! I tried to call Fidelity to see if they could give me a url for the ofx download link but no one was there today.. All they offer on the website is a Quicken link.
Thank you very much for your help Stuart!
22 Posted by dtd on 05 May, 2024 09:51 PM
Moneydance connects to OFX (in this case Fidelity) in exactly the same way as Quicken does. In fact, if you call Fidelity, always say you are trying to connect with Quicken, not Moneydance.
23 Posted by dtd on 05 May, 2024 10:12 PM
I started a new datafile, and tried to duplicate what you were doing. One key, as he said, is to pick Fidelity Investments - if yours is not an investment account, it probably won't work.
Second, what version of MD are you using? My version 5118 has the selection of online banking and billpayment as separate in the menu bar.
Do you ever get anything like this? At what point do you get the screen you posted?
24 Posted by dtd on 05 May, 2024 10:23 PM
If you are using the latest version, a "walk thru" of each screen you get BEFORE where you get stuck might give a clue on where you are and how you are proceeding.
For example, step 0 would be to have selected the account you want to connect via OFX, and is it a checking, credit card, or investment account...
Then, what you choose from the selection menu (Fidelity Investments)... and so on.
25 Posted by Htownhman on 05 May, 2024 11:20 PM
Hi dtd,
thanks for your support. I am using the latest version. I have never seen the screen that you posted above.
Given your comments, I tried something a little different. The account I was trying to link is listed as a bank account in Moneydance, but is actually a 'brokerage' account in Fidelity. I created an 'investment' account in Moneydance with the same credentials as the bank account. Moneydance set up quite easily, and imported the transactions online over without difficulty. However, the weird thing is that it put the transactions both in the new investment account and in the old bank account!
If I could somehow transfer my years of old transactions from the bank account to the investment account, problem completely solved..
Now if I could only get my Fidelity credit card to sync up..
Thanks again,
H
26 Posted by dtd on 05 May, 2024 11:51 PM
I think you are out of luck with Fidelity credit card, as it goes through Synchrony, and that doesn't work well with either OFX or Plaid.
27 Posted by dtd on 05 May, 2024 11:58 PM
As to both accounts getting transactions, that's not odd if you set up both to receive them - but it seems you were saying that you couldn't get there.
Hmmm.. if a brokerage account, were you using it as a checking account? i.e. you didn't have securities?
Anyway, you can transfer all the old transactions (clear out the new duplicates) by selecting all the transactions you want to move, (select/shift-click), then right-click, batch change, account, select the new account, and then they are moved.
Then you delete the bank account version.
A big enough change to backup first, just in case you do it wrong.
28 Posted by Htownhman on 06 May, 2024 12:22 AM
Yes, I did not have any securities in the account.
I did transfer all the transactions as you suggested. Perfect! thanks again!
The fidelity CC goes through Elan. I can access the account through Plaid but it isn't connecting properly.
Thanks again dtd!
H
29 Posted by dtd on 06 May, 2024 01:02 AM
Ok, Elan... both Elan and Synchrony are problems with Plaid. Thanks for the correct.
Glad it seems to be working out for you!
System closed this discussion on 05 Aug, 2024 01:10 AM.