Fidelity investments has required a user name change. Now I cant download

sgeffner's Avatar


28 Oct, 2015 06:36 PM

Fidelity investments has required a user name change, requiring a user name other than my SS#. Since I could no longer download as before, I disabled my account for online banking and have trouble re-enabling.

Choosing Fidelity, I input my new username and PW, and get the error message: "
There was an error communicating with your financial institution. The details of this error are below.

Bank Name: Fidelity Investments
A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
Error Description:"

I am using recently updated Java 1.8 1.8.0_25
/Library/Internet Plug-Ins/JavaAppletPlugin.plugin/Contents/Home/bin/java

In despair, when I chose "new connection" the list of clients never downloads.
Help please !

  1. 1 Posted by David Hanley on 28 Oct, 2015 10:07 PM

    David Hanley's Avatar


    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.

    Please let me know if you continue to have connection problems after recreating your connection.

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:03 AM.

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