tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17410-error-downloading-from-fidelityInfinite Kind: Discussion 2021-04-17T15:20:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-02T14:39:55Z2021-01-02T14:39:55ZError downloading from Fidelity<div><p>Can anyone help with downloading from Merrill? I cannot download via standard MD method or Advance method.<br>
Thanks</p></div>rlsantellatag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-02T15:12:55Z2021-01-02T15:12:55ZError downloading from Fidelity<div><p>@BH I found that on the website "ofxhome.com" the connection to Fidelity has failed since November 12, 2020. This is likely a Fidelity issue.</p></div>cfox570tag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-02T17:24:19Z2021-01-02T17:24:20ZError downloading from Fidelity<div><p>I am posting this in case it helps others. I was having the same problem for my 401K file -- transactions stopped downloading. Resetting as instructed above (I used the toolbox tool to wipe the accounts and pasted in the above settings in the advanced screen) re-enabled a connection to my account. However, when I downloaded transactions, I had a bout a two month gap between the last transaction (10/31/20) and the 3 new ones downloaded 12/31/20 when I fixed this.</p>
<p>I decided to try setting up a temp account with the same account #/settings. This worked. I then moved downloaded transaction over.</p>
<ol>
<li>Create new temporary account -- eg "401K temp account"<br></li>
<li>Set up online for this account<br></li>
<li>Download transactions<br></li>
<li>Delete duplicates (eg I had a bit of date range overlap)<br></li>
<li>Export these transactions to qif file using file/export and selecting the temp account name (Moneydance does not allow batch moving between investment accounts)<br></li>
<li>Import qif file to the permanent account<br></li>
<li>Delete temp account from Moneydance</li>
</ol>
<p>A bit labor intensive, but it worked. YMMV.</p></div>Joshtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-02T19:46:14Z2021-01-02T19:46:14ZError downloading from Fidelity<div><p>@rlsantella, I think you will have more luck starting a new thread than trying to hijack the fidelity issues. Most of the responses will be focussed on Fidelity here. A new thread would be able to concentrate on Merril. You might want to start out by listing your OS and version, and the MD version including build number.</p>
<p>Post your errlog.txt file after an unsuccessful download.</p>
<p>Open your console window, scroll to the bottom, and then look at the new entries when trying to download.</p>
<p>Reset up Merril with a "search for new connections" to make sure you have the latest versions.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-02T21:05:57Z2021-01-02T21:05:57ZError downloading from Fidelity<div><p>Thanks. I am new to the blog world. Will do.</p></div>rlsantellatag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T01:49:00Z2021-01-03T01:49:00ZError downloading from Fidelity<div><p>For Fidelity problems it looks like build 3034 has a fix that may address the problem:</p>
<p>Moneydance 2021.1 build 3034 (Sun, 03 Jan 2021 00:55:00 +0000)<br>
* Restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity)</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T12:52:07Z2021-01-03T12:54:09ZError downloading from Fidelity<div><p>Not for me. 3034 still gets the same error when trying to download from Fidelity.</p>
<p>(Unless it is necessary to delete and recreate the Fidelity connection - which I have not tried. will wait for IK guidance.)</p></div>tonyblunttag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T13:29:48Z2021-01-03T13:29:49ZError downloading from Fidelity<div><p>Not for me either. Fidelity link still broken for me in Moneydance 2021.1 (3034)</p></div>Chris Whitetag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T16:53:20Z2021-01-03T16:53:22ZError downloading from Fidelity<div><p>Installed build 3031 and same issue, Fidelity Investments still broken.</p>
<p>Last stable build is 2026.</p>
<p>Hey Infinite Kind, this farce has been going on for too long. GET YOUR ACT TOGETHER!</p></div>fbtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T16:56:49Z2021-01-03T16:56:49ZError downloading from Fidelity<div><blockquote>
<p>@BH I found that on the website "ofxhome.com" the connection to Fidelity has failed since November 12, 2020. This is likely a Fidelity issue.</p>
</blockquote>
<p>Fidelity server is fine. For a while now, ofxhome.com check has not been reliable/accurate.</p>
<p>For 2nd opinion about the status of Fidelity, you can use other tools such as</p>
<ul>
<li><a href="https://www.digicert.com/help/">https://www.digicert.com/help/</a> (to check connectivity and SSL cert validity)</li>
<li>Use Pocketsense (mentioned by Kevin): <a href="https://sites.google.com/site/pocketsense/home/msmoneyfixp1">https://sites.google.com/site/pocketsense/home/msmoneyfixp1</a> (command-line, Python)</li>
<li>Use hleofxquotes (my self-build tool): <a href="https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/Download_OFX">https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/Download_OFX</a> (GUI, Java)</li>
</ul></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T17:00:59Z2021-01-03T17:00:59ZError downloading from Fidelity<div><p>Josh post (<a href="https://infinitekind.tenderapp.com/discussions/online-banking/17410-error-downloading-from-fidelity#comment_48945174">https://infinitekind.tenderapp.com/discussions/online-banking/17410...</a>) has a great work-around for getting the missing/gap entries.</p>
<p>An alternate method is to use other OFX tool that let you <strong>specify that download interval (from which starting date)</strong></p>
<ul>
<li>Use Pocketsense (mentioned by Kevin): <a href="https://sites.google.com/site/pocketsense/home/msmoneyfixp1">https://sites.google.com/site/pocketsense/home/msmoneyfixp1</a> (command-line, Python)</li>
<li>Use hleofxquotes (my self-build tool): <a href="https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/Download_OFX">https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/Download_OFX</a> (GUI, Java)</li>
</ul></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T17:12:36Z2021-01-03T17:12:36ZError downloading from Fidelity<div><p>@BH re: Post #150 (<a href="https://infinitekind.tenderapp.com/discussions/online-banking/17410-error-downloading-from-fidelity/page/5#comment_48944919">https://infinitekind.tenderapp.com/discussions/online-banking/17410...</a>)</p>
<blockquote>
<p>This was with MD versions 2020.1 (downloading had failed since September 2020), 2021(2006)</p>
<p>...</p>
<p>I tried with a previous build to make a brand new, clean accounts file and set up the connections which did not work, but haven't yet tried with this build. That will be my next step.</p>
</blockquote>
<p>Those two things look out-of-pattern for me.</p>
<ul>
<li>Fidelity should work as-is (using default MD setup) in 2021(2006)</li>
<li>and a brand-new account should not have any online setup as such the "default" setting should not "interfere" with the 'Advanced settings' value.</li>
</ul>
<p>So I think for your case, the problem might be different than what most folks have.</p>
<p>My suggestion is</p>
<ul>
<li>Create a new user/login on your laptop</li>
<li>Login as new user</li>
<li>Install MD</li>
<li>Add a single Fidelity account. Set up using Advanced setting</li>
</ul>
<p>See if that yield any different result.</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T17:57:24Z2021-01-03T17:57:24ZError downloading from Fidelity<div><p>The hleofxquotes java program works nicely. While I had Moneydance open, I downloaded the transaction file and clicked "Import" button. Moneydance responded with where to import the data.</p></div>cfox570tag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T19:27:52Z2021-01-03T19:41:50ZError downloading from Fidelity<div><p>With the latest preview build, 2021.1(3034), I still have the issue with it asking for broker id when trying to set up the Fidelity Investments connection through both the default and manual settings.</p>
<p>@hleofxquotes: I see your point that my issues are slightly out of pattern with the entire thread, though very similar. Some background on my full scenario for everyone in case it helps, I had this same issue with MD failing to download new transactions, and then failing to set up the connection by asking for broker id when I tried to re-establish it, earlier in 2020 and finally reported to MD as a private discussion in June 2020. This was only with the Fidelity Investments accounts and not with the Fidelity NetBenefits ones. It was quickly resolved by MD staff support guidance to upgrade to the latest preview. build 2019.4(1904) version at the time. I had since upgraded again to 2020.1 at some point (but never 2020.2) and clearly the issue has reoccured for me beginning in September or October 2020, though perhaps not the exact same root cause, and I'm not sure exactly when I did that upgrade and if it coincided with the reoccurrence of the issue.</p>
<p>I will try your advice to set up MD clean (I'll use an older version, it looks like 2020.2(1929) is the latest I can find to download anymore other than 2021.1(3034)).</p>
<p>Edit: Not successful. I'm getting to the point where something will get fired. Probably Fidelity since if I have to manually download my transactions to import I may as well switch to a better broker like IBKR... firing MD would mean I'd have to find new software and migrate all of my history and that's really close to a hard no, plus I've not found anything close to as capable (minus this one issue where fault isn't even really known), I'd almost rather stop tracking my finances at that point, too much effort....</p>
<p>Edit2: I see now there's a link to download 2021(2006). I'll give that a try as a clean install as well.</p></div>BHtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-03T19:39:20Z2021-01-03T19:39:20ZError downloading from Fidelity<div><blockquote>
<p>I will try your advice to set up MD clean (I'll use an older version, it looks like <strong>2020.2(1929)</strong> is the latest I can find to download anymore other than 2021(3034)).</p>
</blockquote>
<p>I believed we have had users reported success with Fidelity with version 2021 (2006) which can be dowloaded here:</p>
<p><a href="https://infinitekind.com/stabledl/2021_2006/">https://infinitekind.com/stabledl/2021_2006/</a></p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T11:05:12Z2021-01-04T11:05:12ZError downloading from Fidelity<div><p>Hi all,</p>
<p>After running the update below you might need to recreate the connection with Fidelity.</p>
<p>Moneydance 2021.1 (3034) is now available to download from <a href="https://infinitekind.com/preview">this page</a>.</p>
<p>This version restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity)</p>
<p>You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:</p>
<ol>
<li>
<p>Select your bank account in Moneydance</p>
</li>
<li>
<p>Select Online --> Setup Online Banking</p>
</li>
<li>
<p>Click the "Disable" button. If you don't see this button, just close the window.</p>
</li>
<li>
<p>Repeat the previous steps for any additional accounts at the same institution.</p>
</li>
<li>
<p>Select Online --> Setup Online Banking (again)</p>
</li>
<li>
<p>Click the "New Connection" button and select your bank and hit OK</p>
</li>
<li>
<p>Continue with the setup process, entering your username/password</p>
</li>
</ol>
<p><strong>Make sure you pick "New Connection"</strong>, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.</p>
<p>Please let us know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T14:47:13Z2021-01-04T14:47:13ZError downloading from Fidelity<div><p>Thanks. This procedure solved my issue.</p></div>cfox570tag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T14:52:48Z2021-01-04T14:52:50ZError downloading from Fidelity<div><p>Thanks Maddy, 3034 worked for fixing my fidelity net benefits access.</p></div>Matt Lighttag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T14:56:41Z2021-01-04T14:56:41ZError downloading from Fidelity<div><p>Latest version and following @maddy instructions = success.<br>
Many thanks.</p></div>cdrtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T15:31:02Z2021-01-04T15:31:02ZError downloading from Fidelity<div><p>You are welcome!<br>
We are very pleased to hear that.</p>
<p>I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T16:38:20Z2021-01-04T16:38:20ZError downloading from Fidelity<div><p>I was able to get my fidelity accounts working again with 3034 as well.<br>
Thank you</p></div>hannasmtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T18:44:02Z2021-01-04T18:44:02ZError downloading from Fidelity<div><p>@hleofxquotes Now that MD seems to have fixed the TLS issue with 3034, I have a question. Is there any reason to return to the setup not using Advanced entries that worked during the interim? Is the Advanced setup less secure? Will it stop working in the future? I am of the mindset -- if it's not broken, don't fix it. Since it WAS broken in MD earlier versions, and it is NOT broken with the Advanced settings, do I need to switch back? And if so, why?</p>
<p>Great work, btw on the download Ofx tool. Nice interface and it was interesting that I had to switch to v2 to get the Fidelity downloads to work.</p></div>Johntag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T18:59:23Z2021-01-04T18:59:23ZError downloading from Fidelity<div><p>Can someone confirm whether or not the selection of "New Connection" causes previously downloaded ofx data to be downloaded again, creating months of duplicate entries? Or does it correctly download only new ofx data.</p></div>jonhtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T19:17:26Z2021-01-04T19:17:26ZError downloading from Fidelity<div><p>I followed the directions as documented by Maddy above. It only downloaded recent transactions. It worked as expected.</p></div>cfox570tag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T19:20:40Z2021-01-04T19:20:40ZError downloading from Fidelity<div><p>@cfox570 Thanks for the confirmation. Guess it's safe to upgrade from my 2020 version.</p></div>jonhtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-04T19:21:02Z2021-01-04T19:21:02ZError downloading from Fidelity<div><p>Hi jonh,</p>
<p>MD 2021.1 (3034)</p>
<p>My testing of the 'New Connection' for Fidelity Investments yielded new/recent transactions were the only transactions imported.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-05T11:19:31Z2021-01-05T11:19:31ZError downloading from Fidelity<div><p>I still have the issue. I followed the instructions precisely as Maddy noted. Prior to this, I ensured the old connections had been removed using the python script.</p>
<p>Perhaps as hleofxquotes mentioned, my issue is related to a different root cause. I don't know what else to try. I am using a MacBook, what are others using? Maybe there is a difference.</p></div>BHtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-05T11:21:50Z2021-01-05T11:21:50ZError downloading from Fidelity<div><p>Perhaps this is my mistake, I re-downloaded the install file, but it seems it is not build 3034, but rather the 2006 build, or I mixed them up in my downloads folder. I'll go again...</p></div>BHtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-05T11:30:10Z2021-01-05T11:30:10ZError downloading from Fidelity<div><p>I am sorry for the false alarm everyone. With the actual build 3034, the issues are resolved for me. My lesson of the day: Don't rush and be sure to double check build numbers before commenting...</p></div>BHtag:infinitekind.tenderapp.com,2009-01-14:Comment/488241992021-01-05T11:43:49Z2021-01-05T11:43:49ZError downloading from Fidelity<div><p>@BH if you need to remove the connections and you are on MD2021 build 2012 onwards, then you can use Toolbox extension (advanced mode). It's the same as the script, but with intelligence and checks wrapped around it....</p>
<p><a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p></div>Stuart Beesley (Mr Toolbox)