Can't download transactions from Fidelity Investment accounts

John Nelson's Avatar

John Nelson

08 Mar, 2020 07:59 PM

I have multiple Fidelity accounts, two of which are not investment accounts (they are CMA accounts). I cannot download transactions from those accounts. When I try to do so I get a Fidelity homepage screen embedded within MoneyDance. It flickers and then refreshes itself, and then flickers and refreshes itself, over and over. No download occurs. The balance for the accounts does show in MoneyDance, but no transactions are shown.

  1. Support Staff 1 Posted by Ethan on 08 Mar, 2020 08:04 PM

    Ethan's Avatar

    Hello,

    That sounds like a problem with the internal browser in Moneydance, which is still under development. I'd recommend you'd instead use your main web browser to log into your accounts. From there, you can save your downloaded transaction files to your computer, and import them into Moneydance by choosing File -> Import from the Moneydance menu bar.

    Ethan
    Infinite Kind Support

  2. System closed this discussion on 07 Jun, 2020 08:10 PM.

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