
Trouble connecting to Fidelity Investments
I'm able to log into the website externally with no issue, when I attempt to connect to
- We're having trouble connecting to this financial institution. Make sure you can sign into your institution's website, then try again.
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Hi DJ Mijus !
I took a look and the issue with your account connection had to be escalated to our Direct Import partner. I sent an email to follow up with the steps we've taken. Since we're going to resolve this through Support, I'm going to mark this as answered, but you can respond here (just mention me in your comment) or to the email I sent you at any time if you have questions! :)
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Unpopular opinion warning: Yes, Fidelity should work. But most people probably don't have accounts at Fidelity that need to be included in the budget, even as tracking accounts. This goes double for anyone who is new to using YNAB. YNAB *can* track net worth, but it's not a great tool for that because that's not what it's designed for. So I'd urge anyone who is trying to connect to Fidelity because they've suddenly gotten gung-ho about TRACK ALL THE MONEY to stop and think hard about whether those funds actually need to be visible in YNAB. The answer for a lot of us is "hmmm, actually no."
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I have been having this issue for months and I think I discovered the problem . I thought maybe I should change my Fidelity password to see if that would do anything to the now-totally defunct YNAB connection.
When I went to change my Fidelity password and entered my current password, it gave me a red error that I had exceeded the 20-digit character limit. But I've been using this password for over a year!
I also noticed they have more restrictive special character limits, so my theory is that they have changed the password system but didn't get around to forcing some users into changing their passwords if they don't conform to the new standards.
It allowed me to change my password even though I got the error, and now I am able to successfully connect to Fidelity Investments through YNAB!!!
I am SO happy! This has been a huge pain. Hopefully this helps other users, maybe you don't have a ridiculously long password like me, but maybe you have a now-invalid special character? Maybe that's what is causing YNAB to hiccup? Who knows, but it's working for me.
Good luck!
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I went to nb.fidelity.com which is the address listed when you try to connect your account. That website gives this error "[601] The service is experiencing technical difficulties. Please try again later." So it looks like the issue is on Fidelity's end and we just need to wait until they fix it.
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I am no longer able to connect to Fidelity.com using my username and password. I use this account login for a few different accounts in my budget. Any information as to why? I can log in to Fidelity.com with no issues. I have tried clearing my browser history and cookies, but no luck.
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Hello, I am also unable to connect my fidelity.com checking/credit card accounts. Could you please look into this issue? Thanks! 🙂
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I have similar but different issue. Mine connects to my fidelity investment account, but only downloads (sees?) my investment account, which is zero. I also have a credit card in this account that I use for the 2% cash back. I login to fidelity.com to get there. Help. I want to give you money.
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I can't seem to add my fidelity account even though I can log into fidelity.com fine.
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I am having the same problem. Asked YNAB about it, and they "put me on an island" that is my family's speak for when institutions/people make you feel like you are the only one with the problem...code for...it must be you.
So glad this forum is here. They never did help me...most of the time they do, but with this, no help.
I use www.fidelity.com and the password is....ahahaha… just kidding. But seriously, I need help. how do I get fidelity to auto connect?
My password does not have special characters, and it does work externally.
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Faness I am having difficulty logging in to Fidelity also. I log in at fidelity.com and my information works fine there, just has an issue on YNAB. Thanks for your help!
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Hi Faness - I'm having issues with Elan Financial (Fidelity credit card folks) not showing my most recent transactions when I try to import. I've tried managing the connection, and re-authenticating. That -does- show the correct current balance, but once the account is added, an older balance shows, and the newer transactions aren't visible. Can you take a look?
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I'm having this issue too, I use https://login.fidelityrewards.com and my password doesn't have a |, <, >, or ~ in it, whatdo?
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Trying to connect to Fidelity Investments for the first time. Password does not have any of the special characters. The website I login into is nb.fidelity.com . I also tried login.fidelity.com . I have tried logging into site and immediately trying to connect on YNAB with no luck. Any other ideas? Thanks!
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having same issue but with FidelityRewards.com
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