Trouble connecting to Fidelity Investments

I'm able to log into the website externally with no issue, when I attempt to connect to 

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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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      • JRut
      • jrut
      • 5 mths ago
      • 1
      • Reported - view

      Faness How was this resolved?  I am having the same issue.

      Reply Like 1
    • Hi JRut !

      The issue above had to be escalated to our Direct Import partner. I just took a look at the Fidelity connection in your account and I'm seeing an error on your account that typically means invalid credentials have been entered. Here are some things you can try that should help resolve this issue:

      — Check to make sure the URL you use to log into your online banking account matches the URL you see in YNAB.
      — Double check to make sure you're entering the correct credentials. If you’re using a password manager, try entering your login credentials in manually.
      — Log into your financial institution's online banking account, then immediately try reconnecting the account in YNAB.
      — Make sure your password doesn't contain any of these characters: 

      - Pipe: |
      - Tilde: ~
      - Less Than: <
      - More Than: >

      If so, (and I know this sounds silly, but...) in order to set up the Direct Import connection, you would need to change your password to one that does not have either of those characters because our system isn't able to handle passwords that contain these characters. (This applies to all accounts at all institutions.) Of course, that decision is completely up to you.
       

      If none of that applies, just let me know and I'll reach out via email with next steps! :)

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    • Faness This got me thinking to change my Fidelity password.  See below comment, but my theory is that Fidelity changed their password restrictions but didn't force those of us with non-compliant passwords to change it.  Those passwords still work on Fidelity's site but maybe that's why YNAB is hiccuping on the Fidelity Investment connections.  Once I changed my password, I was able to connect YNAB again.

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    • Faness please help with a fidelity connection issue that started 10 or so days ago, no changes on my part yet YNAB no longer syncs 

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    • Hi Cornflower Blue Piranha !

      I took a look at your connection and it looks like you're running into a new Fidelity issue that's been reported this past week. We've reported it to our Direct Import partner and they're looking into it. I also sent you an email to let you know and you can respond there at anytime for an update - or mention me in a comment here and I can check in on things! :)

      Reply Like
      • tekemp6
      • tekemp6
      • 4 mths ago
      • 1
      • Reported - view

      Faness Can you add me to the list for this issue? I've double checked the login site and my credentials, and still can't get connected

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    • Hi tekemp6 !

      I took a look at things and was able to refresh that account connection on our end. It now says it's connecting. Can you give it another try and let me know if you're still having trouble? Fingers crossed! :)

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      • tekemp6
      • tekemp6
      • 4 mths ago
      • 1
      • Reported - view

      Faness It does look like it's working now. Any chance you can try the same thing with my Optum bank account?

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      • tekemp6
      • tekemp6
      • 4 mths ago
      • 1
      • Reported - view

      Faness you can ignore me, I figured out the issue! Thanks for your help!

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    • tekemp6 You're fast! I just took a look at the Optum account and you've already got it figured out! I'm happy those are back up and running - let me know if it gives you anymore trouble! :)

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    • Faness  Hi I’m having the same problem syncing with my fidelity account. I tried changing my password and made sure to use accepted symbols but still no luck. 

       

      Thanks

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    • Hi Aquamarine Elk !

      I took a look but it shows that you're currently successfully connected to Fidelity Investments. Is that not the case? Are you still having trouble getting connected or are things back up and running? If you're still having trouble, just give me a few more details about what's going on and we'll go from there! :)

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    • Faness it started working yesterday. Thank you!

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    • Aquamarine Elk Yay! Happy to hear it's back up and running for you! :)

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    • Faness my YNAB account  stopped syncing with fidelity  around yesterday. Nothing changed on my end. I can sign into fidelity website just fine. 

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    • Aquamarine Elk Are you receiving an error when trying to connect or are you not seeing new transactions import? I'm seeing things connected on our end, but let me know what you're seeing and we'll go from there!

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      • Cyan Cobra
      • Cyan_Cobra.1
      • 4 mths ago
      • Reported - view

      Faness I wanted to tack onto this thread. When I try to import it never sees any new transactions. It looks like it's stuck back @ April 20th ish

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    • Hi Cyan Cobra ! That's definitely a longer delay than we ever want to see! I just took a look at your connection and it says it last successfully linked on 5/9 - is that correct or are you still missing those transactions?

      If not, let's have you remove the connection to Fidelity (you won't lose any account information following these steps):

      1. Select your budget name in the top left-hand corner and choose Manage Connections from the drop-down menu.
      2. Then Remove the connection(s) to this financial institution, confirm removal and select Done.

      Then you’ll reconnect your account(s) to a fresh connection:

      3. Hover over the existing account(in the left sidebar) and click on the edit icon. 
      4. Select Connect to Bank > Add a Connection. Search for the financial institution, and follow the prompts.

      If that doesn't do the trick, just let me know! I'll reach out via email to gather some more details about your account and then I can have our Direct Import partner investigate! :)

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    • Faness I need help. I can log into fidelity.com and 401k.com with the same account but on YNAB it doesn't work. Help????????

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    • Nevermind, it works now after I tried a different fidelity url

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    • Violet Piranha Happy to hear you were able to get things up and running! :)

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    • Faness I am trying to setup my Fidelity account and am unable to get YNAB to connect to Fidelity.  I have tried multiple Fidelity accounts and have reset my password and nothing is working.  I am able to login directly and through the app to Fidelity.  Can you please help me? 

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    • Hi Powder Blue Robot !

      Sorry for the delay here! I just took a look and I'm seeing a credentials error. I know you mentioned updating your password, but does it contain any of the special characters mentioned above? If not, can you provide me with the URL you use to access your Fidelity account outside of YNAB? Once I have that, I can make sure you're connecting to the right option in your budget. :)

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    • Faness The password does not contain any of the four special characters above. The login account I use is https://login.fidelity.com/ftgw/Fidelity/NBPart/Login/Init

       

      I have tried several of the Fidelity options with no luck.  I left them in my accounts list for you to see.  Thank you!

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    • Powder Blue Robot Thank you for giving those a try and for leaving them connected! I took a look and I'm seeing different errors between the three of them, so I've asked our Direct Import partner to investigate. I've sent you an email with a few more details and I'll let you know once we have any updates! You can respond to that email at any time or tag me here in the forum if you have any questions! :)

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      • snpods
      • snpods
      • 3 mths ago
      • Reported - view

      Hey Faness - my Fidelity connections are also not properly importing.  I just updated my password on their site and refreshed the credentials in ynab, but ynab continued to give the same message that I need to "restart my connection".  Can you please review my status and let me know what the next steps should be?  Thanks!

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    • Hi snpods !

      When you have a moment, can you double-check that Fidelity Investments connection? I reset things on our end and now it's saying successfully connected! I'm keeping my fingers crossed that's the case, but if you're still having trouble just let me know! :)

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      • snpods
      • snpods
      • 3 mths ago
      • 1
      • Reported - view

      Faness The connections are working now.  Thanks for being so quick to respond and resolve!  :)

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    • snpods My pleasure! I'm happy that did the trick! :)

      If it gives you anymore trouble, just let me know!

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  • I replied to the email. Thanks

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  • I also have problems with my links to Fidelity. I have several Fidelity accounts and they work sporadically and often disconnect. Can you please help?

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  • I'm having issues with Fidelity as well.

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    • Hi Violet Mermaid !

      Sorry for the delay! Are you still having trouble with your Fidelity account? If so, can you let me know which Fidelity account you're trying to connect to in your budget? We offer multiple Fidelity options, such as Fidelity 401k and Fidelity Investments. The URL you use to access your accounts outside of YNAB would be a great help!

      Let me know and we'll go from there! :)

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    • Faness I've tried every option and none of them work. I have a 401k through my work but I also have investment and a bill pay account that I'm trying to connect to. To access my investment and bill pay accounts I go to fidelity.com . To login to my 401k I go to https://login.fidelity.com/ftgw/Fidelity/NBPart/Login/Init which isn't an option in YNAB. YNAB has https://login.fidelity.com but that page isn't responsive.

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    • Violet Mermaid Thank you for letting me know! 

      When you have a moment, can you try re-adding the Fidelity Investment and Fidelity 401k options in YNAB? I currently don't see those connections listed in your budget. Once you reconnect to them, I can take a closer look at the errors you're running into and ask our Direct Import partner to investigate. :)

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    • Faness Ok I went ahead and re-added those accounts.

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    • Violet Mermaid Thank you! Now those connections are showing on our end. I was able to clear out the error I was seeing on the Fidelity Investment connection. When you have a moment, can you check to make sure that account is now connected on your end? I know you mentioned having three accounts and I see three accounts listed there. If those aren't the right accounts, or if anything seems off, please let me know!

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    • Faness Thanks! Those accounts are connected now. Can you take a look at my Fidelity 401k connection as well? I'm still having trouble connecting to that one. (I actually have 4 accounts but 1 is an investment account that hasn't been funded yet.)

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    • Violet Mermaid I'm happy that fixed the Investment accounts! I took a look at the 401k connection, but I wasn't able to clear out the error there. I reported it to our Direct Import partner to have them investigate. I sent you an email with the details there. You can respond to that email at any time for an update, or mention me in a comment here and I'll get back to you! :)

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    • WordTenor
    • And they say I'm a Francophile; at least they know I know where France is.
    • WordTenor
    • 5 mths ago
    • Reported - view

    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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    • WordTenor Some of us have a Fidelity VISA card - so definitely should be included :-).

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    • @WordTenor  Fidelity has checking accounts for bill pay which is what I use. 

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      • WordTenor
      • And they say I'm a Francophile; at least they know I know where France is.
      • WordTenor
      • 5 mths ago
      • 1
      • Reported - view

      Jan Nedelka Violet Mermaid Hence the "most people probably don't." Perhaps I'm wrong on this, but I would wager if you surveyed 100 people with a Fidelity account of some sort, the vast majority would have only retirement savings. If you have a checking or credit account there, then yes, it belongs on-budget.

      If the advice doesn't apply to you, it doesn't apply. :) It's just a warning. With direct import, there's a big increase in the number of users who start YNAB and immediately try to track everything, and for some reason, the actual company support staff are trying so hard to be uber friendly and helpful that it results in them being loathe to tell people, "Hey, that's a bad idea." But my job doesn't depend on my advice here, so I am free to go, "Yeah, instead of trying to get that to work, maybe just don't do it." 

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    • WordTenor I have all of my savings and checking accounts at Fidelity Investments.  If you don't, I think you're really missing out on some excellent benefits including unlimited ATM transaction fee refunds so you can withdraw money from anywhere without worry.  I earn interest, albeit piddly, I can easily pay my bills and set up automatic withdraws for investments.  I have all of my kids college savings accounts there, my and my husband's Roth IRAs and my father shares the view of his college savings accounts for my kids so I have a single pane of glass for all of my finances.  I only wish my company would stop using inferior investment firms so I could have my 401k and ESPP handled through Fidelity.

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    • WordTenor "most people don't" is a generalization and probably inaccurate. Please don't make assumptions based on your opinion. Fidelity is my only bank because it is the most convenient with no fees, free ATM withdrawals from anywhere, and instant transfer to/from my investment and retirement accounts. I need direct import to work with Fidelity, otherwise I may as well go back to the old YNAB and manually enter my transactions and save myself the monthly fee.

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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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    • Hot Pink Piccolo That is the login address for NetBenefits - is that on purpose? My employer accounts are not at Fidelity but I have a bunch of other cash and brokerage accounts, and I use login.fidelity.com in my YNAB account configuration. Maybe try that if you can? Not sure if that will give you access to any NetBenefits stuff though if that's your goal.

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    • Spring Green Yearling That one just rejects my login credentials, even if I change my password

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  • I too am having this issues.   Please advise on either an expected fix date or a date when updates will be provided.

     

    In these cases proactive user notification would be extremely helpful!

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  • Over a week now and even with a password change YNAB will not sync with fidelity investments.  Need help resolving this issue ASAP

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  • And for clarity this has worked for

    months through several password changes, only recently with no known change on my part has thing changes

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    • Cornflower Blue Piranha Same. None of the login URL's listed under bank connections points to the correct Fidelity login page, which I think is the issue. I've submitted a support ticket so so we'll see what they say.

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    • Hi Hot Pink Piccolo !

      I just responded to the email you sent in! I'm no longer seeing your Fidelity account connection. As soon as you re-add that, I can take another look at things! :)

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  • I reached out to YNAB customer service, they got me set up with direct connect. I also had to change my password and then finally login through fidelity netbenefits to get access to all my accounts but it seems to be working now :-)

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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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      • Becky Ray
      • becky_ray
      • 4 mths ago
      • Reported - view

      @faness_ynab Can you assist me?  

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    • Hi Becky Ray !

      I reached out to you via email as well but wanted to follow up here! I'm seeing an error on your account that we'll need our Direct Import partner to investigate. They're able to resolve most issues within a few weeks. You can respond to the email I sent you or mention me in a comment here at any time and I'll get back to you with any updates! :)

      Reply Like
      • Becky Ray
      • becky_ray
      • 4 mths ago
      • Reported - view

      Faness  Hi Faness,

      My import seems to be working for most of my accounts.  However, I cannot update my daughter's Fidelity account on her budget.  We are joint account holders, but it will not update whether I use her login or mine.  I have tried to enter her log in information but it tells me that that account is already connected.  It them shows me several accounts that she cannot see when logged into her account. I don't quite understand why this specific account is having an issue.

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    • Hi Becky Ray !

      I took a new look at things and I'm no longer seeing an error for that Fidelity connection. However, I want to make sure I understand what's going on here. Since you and your daughter are joint account holders, do you use the same login credentials to access those accounts? If so, that connection is already in the budget so you wouldn't need to re-add it. Instead, select it from the accounts list (when you click on Add Account, Fidelity Investments will already be listed because I see the connection there) and you should be able to pick her accounts from there.

      If that doesn't clear things up, or if I'm missing anything, just let me know! :)

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      • Becky Ray
      • becky_ray
      • 4 mths ago
      • Reported - view

      Faness Import seems to be working for my accounts.  However, under "Emily's Budget", import is not working.  This is an account that is held jointly with myself and my daughter. I have tried logging in with my details and with her details.  Neither seem to allow that account to import transactions.  I'm not sure I understand why I can import my accounts but that account won't import.  It is not a different type of account. In fact, it was working for a long time.  When the import stopped working for all of my accounts, it stopped working for hers.  When the others started back up, her account did not start importing again.

      Currently, there is an uncleared deposit in YNAB that was cleared at Fidelity 5/3.  There is also a deposit that occurred yesterday in her Fidelity account that is not importing.

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    • Becky Ray Thank you for further explaining! I sent you another email to get the details of that transaction that cleared. In order to have our Direct Import partner look into why transactions aren't importing in that account, I'll need the date, amount and payee (so they know what to look for in their investigation). You can respond here or to my email if that makes you more comfortable! :)

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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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    • Hi Orchid Moose !

      I took a look and I see you have one account successfully connected to Fidelity Investment and then another for Fidelity Credit Card that has timed out. Usually, that time out error can be resolved by re-entering your log in credentials.

      Can you give that a try and let me know if it's still giving you trouble?

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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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    • Navy Blue Yearling For the genteleman above and myself, the Fidelity credit card we are trying to connect is attached to the investment login, not the credit card login.  It's investment because its attached to the Tax Free Student Savings program (2%).  I'd love to use you guys over Mint (which sucks) but I can't if this problem isn't fixed.

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  • His "credit card" login times out because he doesn't get a credit card through their credit card portal but instead through his investment portal (my same issue).

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    • Navy Blue Yearling Sorry for the delay! Can you give the Fidelity Credit Card option a try? Orchid Moose is now connected. A time out error means the account needs to be re-authenticated (this happens for a number of reasons, but most often when it's been too long since the last time you entered your password). Even though you login through the same website, the Credit Card option should see your Credit Card accounts.

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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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    • Hi Violet Piranha !

      I took a look and I'm seeing a successfully connected Fidelity NetBenefits accounts. Were you trying to add other Fidelity accounts and running into trouble? If so, just let me know and we'll go from there! :)

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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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    • Hi Gray Tiger !

      Sorry for the island feeling! Currently, there aren't any wide-spread Fidelity issues, but that doesn't mean there aren't some accounts encountering issues (as seen in this thread)! 

      I took a look and I think the issue you're running into is due to the option you selected to login to when adding the account. When you have a moment, can you try the "Fidelity Investments" instead of "Fidelity 401k"? I believe that should get you up and running! :)

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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 Cornflower Blue Falcon !

      Can you let me know which type of Fidelity account you're trying to add? Depending on that, it may be better for you to connect to the Fidelity Credit Card, Fidelity NetBenefits or Fidelity Investments option.

      Let me know and we'll go from there! :)

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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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  • Faness I am unable to login to Fidelity NetBenefits and Fidelity Rewards accounts. I am able to login to those accounts directly on their website.  

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    • Faness I am also having the same issue, I can login directly but not through YNAB.

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    • Hi Coral Hammerhead !

      I refreshed your connection and it now says it's connecting successfully. When you have a moment, can you try reconnecting?

      Let me know if it's still giving you trouble!

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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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    • Hi jpholtorf !

      I just tried refreshing those Fidelity connections and they now say they've gone through successfully! I'm now seeing 3 accounts under each of those connections - can you take a look and let me know if you're still having trouble? :)

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  • having same issue but with FidelityRewards.com

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    • Hi Maroon Koala !

      If you login at FidelityRewards.com then the Fidelity Credit Card option should work to connect your account. However, I just took a look and I'm seeing an error for invalid credentials.

      Here are some things you can try that should help resolve this issue:

      — Check to make sure the URL you use to log into your online banking account matches the URL you see in YNAB.
      — Double check to make sure you're entering the correct credentials. If you’re using a password manager, try entering your login credentials in manually.
      — Log into your financial institution's online banking account, then immediately try reconnecting the account in YNAB.

      If you're still running into trouble, please let me know!

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  • I'm having the same issue with Fidelity NetBenefits 401k. I tried three different fidelity urls, all of which work from the Fidelity sites. It says my sign in information wasn't recognized, but they're the correct credentials.

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  • Hi, I am having trouble logging into Fidelity, since around May of this year. I can login to website just fine.

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    • Steel Blue Commander I'm going to follow up from help@ynab.com , because I think I know what we can try!

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      • Becky Ray
      • becky_ray
      • 1 mth ago
      • 1
      • Reported - view

      Jannelle just in case this helps, if you have an error on the website due to returned mail (even if your address is correct), you may not be able to log in. That was my issue both times. You can update the address/confirm your address on the  Profile page.

      Reply Like 1
      • Becky Ray
      • becky_ray
      • 1 mth ago
      • 1
      • Reported - view

      Becky Ray FYI, my address was correct both times. I just had to confirm it... 

      Reply Like 1
    • Becky Ray Thanks for sharing! This is definitely an abnormal tidbit worth keeping in mind! :)

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