Fidelity Net Benefits transaction downloads

solerve's Avatar

solerve

20 Nov, 2016 05:12 AM

Hi,

Something must have changed with the automatic login to my Fidelity 401k
Net Benefits account. I get an error message now when I try to download the
transactions.

Please let me know what I can do to address the problem.

thank you,

Verner Soler

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Jeu tschontschel romontsch. (I speak Romontsch.
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  1. 1 Posted by Ian O on 21 Nov, 2016 08:48 AM

    Ian O's Avatar

    Hi Verner,

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    If you continue to have connection problems after recreating your connection. Could you send me the contents of your error console?  Here's how to get the logs:

    1)  In Moneydance, click on the Help menu and select the Console Window option.  This will open the console messages window.
    2) While the Console Window is open, attempt to connect to your bank.  Any error messages should be recorded to the Console.
    3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
    4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.

    The debugging logs that this produces will contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but just to be safe you should redact any account info in the debug logs.  Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 20 Feb, 2017 08:50 AM.

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