Account selection

jwillar's Avatar

jwillar

07 Feb, 2019 09:08 PM

When attempting to access account data from Fidelity Investments, After selecting my Account and entering my logon credentials, the final screen is blank, see attached. I have made sure the Account in MD has the correct Account/Routing numbers. Please advise. jwillar

  1. Support Staff 1 Posted by Ethan on 07 Feb, 2019 09:34 PM

    Ethan's Avatar

    Hello,

    I'm afraid your screenshot hasn't come through. Could you please try to attach it again?

    Ethan
    Moneydance Support

  2. 2 Posted by jwillar on 07 Feb, 2019 09:48 PM

    jwillar's Avatar


    
    
    On 2/7/19 3:34 PM, Ethan wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: Ethan (Support staff)

    Hello,

    I'm afraid your screenshot hasn't come through. Could you please try to attach it again?

    Ethan
    Moneydance Support

    On Thu, Feb 07 at 01:08 PM PST, jwillar wrote:

    When attempting to access account data from Fidelity Investments, After selecting my Account and entering my logon credentials, the final screen is blank, see attached. I have made sure the Account in MD has the correct Account/Routing numbers. Please advise. jwillar

    Having trouble reading this? View this discussion online: Account selection.

    Reply with #ignore to stop receiving notifications for this discussion.

  3. 3 Posted by jwillar on 07 Feb, 2019 09:52 PM

    jwillar's Avatar

    Ethan,

    I just received an email from Fidelity, see attached copy.

    jwillar

    
    
    On 2/7/19 3:34 PM, Ethan wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: Ethan (Support staff)

    Hello,

    I'm afraid your screenshot hasn't come through. Could you please try to attach it again?

    Ethan
    Moneydance Support

    On Thu, Feb 07 at 01:08 PM PST, jwillar wrote:

    When attempting to access account data from Fidelity Investments, After selecting my Account and entering my logon credentials, the final screen is blank, see attached. I have made sure the Account in MD has the correct Account/Routing numbers. Please advise. jwillar

    Having trouble reading this? View this discussion online: Account selection.

    Reply with #ignore to stop receiving notifications for this discussion.

  4. 4 Posted by -Kevin N. on 07 Feb, 2019 10:23 PM

    -Kevin N.'s Avatar

    Hi John,

    I am a Fidelity Investments client and a Moneydance user.

    In your OP you mention Fidelity Investments as well as a routing number. Fidelity Investments does not require a routing number, only an account number.

    Your use of a routing number suggests to me that you are attempting to connect to a Bank type account rather than an Investment type account. Perhaps it is a Fidelity Cash Management account.

    I'm not a client of a Fidelity Cash Management account so I can't speak to which of the available Fidelity connections it is that you should use.

    If yours is indeed a Cash Management account, then confirm that with Ethan and hopefully, he can point you in the right direction.

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

  5. 5 Posted by jwillar on 07 Feb, 2019 10:35 PM

    jwillar's Avatar

    Appreciate the assistance however the Routing/Account numbers were entered into the Account details.  Not during the online Banking setup.

    
    
    On 2/7/19 4:23 PM, -Kevin N. wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: -Kevin N.

    Hi John,

    I am a Fidelity Investments client and a Moneydance user.

    In your OP you mention Fidelity Investments as well as a routing number. Fidelity Investments does not require a routing number, only an account number.

    Your use of a routing number suggests to me that you are attempting to connect to a Bank type account rather than an Investment type account. Perhaps it is a Fidelity Cash Management account.

    I'm not a client of a Fidelity Cash Management account so I can't speak to which of the available Fidelity connections it is that you should use.

    If yours is indeed a Cash Management account, then confirm that with Ethan and hopefully, he can point you in the right direction.

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

    On Thu, Feb 07 at 01:52 PM PST, jwillar wrote:

    Ethan,

    I just received an email from Fidelity, see attached copy.

    jwillar

    On 2/7/19 3:34 PM, Ethan wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: Ethan (Support staff)

    Hello,

    I'm afraid your screenshot hasn't come through. Could you please try to attach it again?

    Ethan
    Moneydance Support

    On Thu, Feb 07 at 01:08 PM PST, jwillar wrote:

    When attempting to access account data from Fidelity Investments, After selecting my Account and entering my logon credentials, the final screen is blank, see attached. I have made sure the Account in MD has the correct Account/Routing numbers. Please advise. jwillar

    Having trouble reading this? View this discussion online: Account selection.

    Reply with #ignore to stop receiving notifications for this discussion.

    Having trouble reading this? View this discussion online: Account selection.

    Reply with #ignore to stop receiving notifications for this discussion.

  6. 6 Posted by -Kevin N. on 07 Feb, 2019 10:45 PM

    -Kevin N.'s Avatar

    Hi John,

    ...however the Routing/Account numbers were entered into the Account details.

    That is what I was referring to. Investment type accounts in Moneydance do not offer a field for a routing number. (see screenshot)

    It is therefore possible that you are attempting to connect using the wrong Fidelity connection for the type of account that you have, hence the grayed out options on the 'Online Banking Signup' form.

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

  7. 7 Posted by jwillar on 08 Feb, 2019 01:36 PM

    jwillar's Avatar

    Good though but I tried to logon to all of the connections beginning with "Fidelity".  Maybe my assumptions are wrong.  I do have a Fidelity Cash Management Account which I assumed would be setup in MD as a "Banking" account and when setting up the online banking feature, I used the Financial Institution "Fidelity Investments".  Are these assumptions correct?

    jwillar

    
    
    On 2/7/19 4:45 PM, -Kevin N. wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: -Kevin N.

    Hi John,

    ...however the Routing/Account numbers were entered into the Account details.

    That is what I was referring to. Investment type accounts in Moneydance do not offer a field for a routing number. (see screenshot)

    It is therefore possible that you are attempting to connect using the wrong Fidelity connection for the type of account that you have, hence the grayed out options on the 'Online Banking Signup' form.

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

    On Thu, Feb 07 at 02:35 PM PST, jwillar wrote:

    Appreciate the assistance however the Routing/Account numbers were entered into the Account details.  Not during the online Banking setup.

    On 2/7/19 4:23 PM, -Kevin N. wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: -Kevin N.

    Hi John,

    I am a Fidelity Investments client and a Moneydance user.

    In your OP you mention Fidelity Investments as well as a routing number. Fidelity Investments does not require a routing number, only an account number.

    Your use of a routing number suggests to me that you are attempting to connect to a Bank type account rather than an Investment type account. Perhaps it is a Fidelity Cash Management account.

    I'm not a client of a Fidelity Cash Management account so I can't speak to which of the available Fidelity connections it is that you should use.

    If yours is indeed a Cash Management account, then confirm that with Ethan and hopefully, he can point you in the right direction.

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

    On Thu, Feb 07 at 01:52 PM PST, jwillar wrote:

    Ethan,

    I just received an email from Fidelity, see attached copy.

    jwillar

    On 2/7/19 3:34 PM, Ethan wrote:
    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: Ethan (Support staff)

    Hello,

    I'm afraid your screenshot hasn't come through. Could you please try to attach it again?

    Ethan
    Moneydance Support

    On Thu, Feb 07 at 01:08 PM PST, jwillar wrote:

    When attempting to access account data from Fidelity Investments, After selecting my Account and entering my logon credentials, the final screen is blank, see attached. I have made sure the Account in MD has the correct Account/Routing numbers. Please advise. jwillar

    Having trouble reading this? View this discussion online: < (truncated)

  8. 8 Posted by -Kevin N. on 08 Feb, 2019 02:43 PM

    -Kevin N.'s Avatar

    Hi John,

    There are only a few posts that I could find in the forums regarding Fidelity CMA's.

    From what I could derive, you should try setting up the account as an 'Investment' type account in Moneydance and use the 'Fidelity Investments' connection.

    Also, if I may make a suggestion, when replying to posts on the forums, it is always best to return to the forums to do so rather than using your email client. Your email client is quoting all of the posts in the thread and it doesn't render well.
    http://help.infinitekind.com/discussions/online-banking/12183-accou...

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

  9. 9 Posted by jwillar on 08 Feb, 2019 03:50 PM

    jwillar's Avatar

    Oh My, I see what you mean.

    Your last suggestion was correct. Fidelity promotes this account like a bank checking account replacement. It is in fact as you said an investment Account in MD that is accessed via Fidelity Investments. Thank you for your help. All is good now. Love this program and it forums!

  10. 10 Posted by -Kevin N. on 08 Feb, 2019 04:11 PM

    -Kevin N.'s Avatar

    Hi John,

    You're welcome. I'm glad to hear that you were able to get this sorted.

    Thank you for reporting back with your results.

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

  11. System closed this discussion on 10 May, 2019 04:20 PM.

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