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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91 Posted by mhoggie on 09 Dec, 2025 04:00 PM
just a user,
Just thinking about your situation, individually downloading 16 QFX files would be a pain.
92 Posted by cwieczorek on 09 Dec, 2025 09:57 PM
I tried Lunchflow.com today. The OFX file isn't formatted for input in Moneydance properly and doesn't import as Buy, Sells, Div, No securities are identified, etc. Sadly a fail. Plus it requires downloading separate OFX files for each account, so not a long term solution for sure.
93 Posted by wrsober on 10 Dec, 2025 12:11 AM
I experimented with the ICreateOFX suggestion that was made earlier in postings. I experienced some issues and Phillip Katete was very helpful toward getting them resolved. It does take downloading the CSV for each account, running it through the ICreateOFX application, saving the OFX file that is created and then importing the OFX file into MoneyDance. I am willing to fork over the $14 for the software as we only have three accounts left at Fidelity and it will not take long to implement all of the steps to get the Fidelity transaction data into MoneyDance..
94 Posted by chonyid on 10 Dec, 2025 12:34 AM
I'm having the same problem. It had been working up until a few days ago, but nothing is imported for December. I tried downloading a CSV file from Fidelity's website, but it's mess to try to import - the Moneydance categories for importing don't match what needs to be imported. It's a huge hassle to import manually. I've been a long time customer of both Fidelity and Moneydance, and don't want to change either. Please work with Fidelity to come up with a solution for directly importing, or a workaround that increases Moneydance's import capabilities.
Thanks.
Support Staff 95 Posted by Maddy on 10 Dec, 2025 12:06 PM
Fidelity is actively collaborating with our development team to enable automatic downloads through Moneydance + instead.
We’re also setting up a direct connection via Akoya as a backup. It might take a bit more time, but it looks like the better long‑term option.
We appreciate your patience and apologize for any inconvenience.
Updates will continue to be shared on this public thread.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
96 Posted by David L Greene on 10 Dec, 2025 01:21 PM
Given some of us are doing some manual workarounds, I would hope that:
1. Any new features would not cause a change/replacement to the current CSV Importer Extension Option that many of us are using successfully with the Fidelity Cash Management Account. I personally prefer CSV import on cash management account as I choose the period of time and it is current, there is usually at least a one day delay with Plaid posting.
2. Any new implemented solution such as Direct Connect or Plaid should give us a beginning date option so we don't duplicate transactions we have already recorded manually or thru CSV.
All in all, glad to see progress. I would never want to leave MD, especially given features that I treasure such as Reminder Transactions and the large variety of financial reporting offered thru the MD software.
On Wed, Dec 10, 2025, at 6:06 AM, Maddy wrote:
97 Posted by ioweejun on 10 Dec, 2025 04:35 PM
Will MoneyDance+ method involve sharing credentials with third part (Plaid)? Fidelity has a stolen fund replacement policy that is negated if client shares credentials with third party.
Cheers
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