Fidelity Netbenefits Setup Error
Hi,
I am having a hard time configuring one of my NetBenefits accounts for online access. I have 2 accounts - HSA and PCRA. The HSA works without issues, however the PCRA is not working at all. When I establish online access, I do see the two accounts listed. I am picking the PCRA account and Money Dance seems happy. However, when I attempt to do a download, I am getting the following error.
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Bank Name: Fidelity NetBenefits
The error code reported by the server was: 2003
Invalid Account Id
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Anyone else had a similar issue or have a suggestion on what to do?
Thanks!
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1 Posted by sadsak67 on Sep 29, 2017 @ 07:16 PM
I did some more digging and this does not appear to be related to Money Dance. Quicken users are also reporting the same issue. I am currently a Quicken user and access to my PCRA is working fine. I looked in the Quicken logs and I can see the account appears to be at Fidelity and not at Fidelity NetBenefits. On a hunch, I removed online access to the account and then restored it. When I restored it I could not see my PCRA account at Fidelity. I then pointed Quicken at the Fidelity NetBenefits site and it could see my PCRA account. However, when I then asked Quicken to download the transactions, it failed and the logs show "Invalid Account" as the error. So Fidelity definitely has the issue.
System closed this discussion on Dec 29, 2017 @ 07:20 PM.