setup for Fidelity

jwillar's Avatar


05 Feb, 2019 04:59 PM

I am not able to complete the Online Banking setup for my Fidelity Cash Management Account. I am selecting "Fidelity Investments" on the financial Institutions screen. After selecting my Moneydace-2019(1855) Account and entering the logon credentials, I am not given the chance to select the Account for Online Banking or Bill Payment.

  1. 1 Posted by john on 15 Feb, 2019 06:38 PM

    john's Avatar

    i'm having the same problem.

  2. 2 Posted by -Kevin N. on 15 Feb, 2019 09:01 PM

    -Kevin N.'s Avatar

    Hi John,

    Look to posts 8 and 9 of the following thread and see if it helps.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by silvergreek on 19 Feb, 2019 04:16 PM

    silvergreek's Avatar

    I cannot get moneydance to web connect any of my financial accts. i have searched this site, I have been working on this for seven days, spending hours getting absolutely nowhere. I really want to leave quicken 2016 and use money dance. I got a responses from Ethan and never heard form him again. I suspect Ethan is a bot and not a real person. i am under a 90 day return policy and I will wither get some support or divorce Money Dance. this content certainly disclose my frustration.

  4. 4 Posted by -Kevin N. on 19 Feb, 2019 05:12 PM

    -Kevin N.'s Avatar

    Hi Silvergreek,

    I am a Fidelity brokerage client. I have 1 brokerage account and 3 IRA accounts at Fidelity. All 4 accounts connect to Moneydance via direct-connect.

    Direct-connect is different than web-connect. Direct-connect is a direct connection to the financial institution's servers. There is no interaction with their website.

    Look to the following Moneydance KB article for instructions on how to set up direct-connect.

    It has been my experience that the direct-connect servers at Fidelity accept the same user name and passwords as the Fidelity website.

    -Kevin N. (not a member of MD support)

  5. System closed this discussion on 21 May, 2019 05:20 PM.

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