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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  • I’m unable to add a Fidelity Giving account to YNAB as I’m getting the same error reported here. My password doesn’t contain any of the disallowed characters listed in this thread either. Can someone provide instructions to make this work? For example, should I be using login.fidelity.com...or is it even possible to connect this type of Fidelity account to YNAB? thanks!

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    • Hi Dave C !

      I do see a credentials error, but it could be because the wrong account type was selected. By chance, do you log in at givingcentral.fidelity.com ? If so, try connecting through the Fidelity Charitable (Advisor) option. If not, let me know the URL where you log in and I can double-check to make sure that account type is supported. :)

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    • Dave C Sorry for the delay! I took a look and the Direct Import partner your accounts are currently under, doesn't appear to support Fidelity Charitable. However, we may have another option! I'll reach out via email to discuss! :)

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    • Faness Was this issue resolved? I am trying to connect my Fidelity Charitable account.  

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    • Hi FrontRange ! I sent you a quick email, so we can go over the options. Let me know if you have any questions!

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  • My accounts were connecting fine for a few months but they stopped working a few weeks ago. Will there be a long term solution to this or will it be an ongoing problem?

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    • Violet Mermaid Sorry for the delay! I just tried refreshing those accounts on our end. When you have a moment, can you try reconnecting? If it still doesn't work, let us know and we can have our Direct Import partner investigate again! :)

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  • I am having this same issue with Fidelity Investments.  No odd characters in my password or user name.  URL on the website is the same as what is shown in YNAB.  I am able to log in without a problem on the website.  Any thoughts?

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Tan Orca Hmm, it looks like you may be hitting a different error than the others! 

      I'm seeing an error on your account that typically means there's an alert/message to acknowledge on your online banking account (outstanding paperless billing requests can even cause this error).

      Go ahead and log into your financial institution and see if there are any actions you need to take. A lot of banks only show alerts on the web version of their online banking, so it’s generally best to check from a computer instead of a mobile device.

      Then, head back over to YNAB and try connecting again!

      If nothing was there but you still aren’t able to connect, it would be helpful if you could send over a screenshot of your Fidelity online banking account summary page (where it brings you right after logging in). It helps speed up the troubleshooting process, because our Direct Import partner will know for sure that you’re able to log in without any trouble. It also helps them compare URLs and site layouts that may be causing connection issues. Feel free to send that in to help@ynab.com , and then you can ping me here to let me know. I'll take it from there!

      Also, you’re welcome to block out specific numbers in the screenshot. We use a tool called CloudApp if you’re looking for something that would allow you to do that.

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  • Having problems signing in to Fidelity Invesments for the last four days.  Please help.  Have tried signing in to their website (successful) and signing back into YNAB after doing so (still unsuccessful).

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    • Hi Jon Bogema !

      I'm seeing an error on your account that we'll need our Direct Import partner to investigate. I sent you a quick email with a few more details! :)

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  • I've been having this issue for the past week as well

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    • Hi Coral Device !

      There seems to be a recent issue that has popped up with the Fidelity credit card - we've had a few other users report the same issue. Our Direct Import partner is currently investigating and we're hoping to have things back up and running soon!

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    • Faness Ok thanks! what's the ETA on this? It's been down for a very very long time.

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Coral Device I hope you don’t mind if I jump in for Faness here! 

      We actually just heard back from our Direct Import partner last night, who believes this to be resolved for Fidelity CC! I'm going to reach out from help@ynab.com , so we can keep track of the follow up, but do you mind trying to connect it once more? If it still fails, it will at least give them some up to date error logs to work from!

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    • Jannelle It actually won't let me reconnect since the error i'm getting is from YNAB "We're performing some maintenance on our connection with this financial institution—we'll re-sync when that is complete, please check again later!" Let me know if there's another way to reconnect that i'm missing!

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Coral Device Thanks for that extra info! Can you try reconnecting/reauthorizing by clicking the (!) Import button (at the top of your register) and following any reconnect prompts? That should give our Direct Import partner some updated error logs to work with! 😊

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    • Jannelle There are no reconnect prompts on mobile or desktop. Clicking the import button just gives the error message I mentioned before with no option to reconnect. 

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  • I was able to get mine working this week.  I had always had my two Fidelity VISA credit cards linked to my Fidelity Investment account.  I un-linked those and went straight to the Fidelity credit card link "VISA Signature at Fidelity Credit Card".  That link is working (so far).

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  • None of my Fidelity accounts have been connecting for the past few weeks.

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    • Hi Violet Mermaid !

      Were you able to connect your Fidelity accounts before? I took a look and I'm seeing multiple Fidelity connections and I want to make sure they're the right ones for your accounts. Can you let me know the URL you use to access your Fidelity accounts outside of YNAB?

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    • Faness It's been connected on and off for the past year. Sometimes there will only be an error for a day or two before it reconnects but this time it's a lot longer. This morning it looks like a few of the accounts are connecting but the others still have the error.

      Some of my accounts are through 401k.fidelity.com and the rest I just access through the regular fidelity.com.

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  • I’m having persistent issues with connecting to Fidelity Rewards. Is this a problem that YNAB is trying to resolve? It’s very frustrating as this is my primary credit card

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    • Hi Turquoise Network !

      Sorry for the trouble! Our Direct Import partner is currently looking into the issue with Fidelity. We're hoping to have an update here soon! :)

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    • Faness any feedback from your Direct Import partner? Tell them this issue has been around for a while - it is not new

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    • Turquoise Network Sorry for the trouble! I checked in with our Direct Import partner and they're still investigating this issue. We don't have any updates yet but we're keeping our eyes on things!

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  • Fidelity Investments is what I'm using for my checking account. The sync being down for this long is severely limiting YNAB for me. Please push your Direct Import partner to get this fixed with priority. 

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    • Cadet Blue Moose (b0adb6363a52) I've just sent you an email! I'd like to get you set up with a different Direct Import partner so I sent you some instructions on that. :-) 

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    • Chrissy Fidelity works now! Thanks!!

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    • Happy to hear that, Cadet Blue Moose (b0adb6363a52) ! :)

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    • Faness This is broken for me again :( Both the Fidelity Credit Card and the Fidelity Checking (Brokerage) account.

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    • Cadet Blue Moose (b0adb6363a52) I just reset your connection to Fidelity investments, so if you want to try connecting again, that would be great! If that doesn't work, let me know and we'll check with our Direct Import partner!

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    • Chrissy Thanks! I’m able to connect now, but it’s the same issue I was having before. It never saves the cookie after logging in, so have to continuously give it my two factor information. Here’s a timeline:

      Day 1: I setup the YNAB connection to Fidelity. Everything works and imports correctly!

      Day 2: Fidelity account in YNAB has an exclamation point next to it, indicating the connection is broken.

      I end up going through this loop everyday. Perhaps the new Import Partner isn’t checking the “Don’t Ask again” button when signing in? Or maybe they’re using a completely different machine each time, so the browser cookie isn’t saved?

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    • Cadet Blue Moose (b0adb6363a52) I'm sorry for the trouble!

      Certain financial institutions require you to re-authorize your account frequently due to how our Direct Import partner's integration works with their site security. Our partner has spent quite a bit of time investigating the issue for us, and I'm afraid there's nothing they can do to get around the frequent re-authorizations. They may start to subside after you've used the connection for a time, but it’s something we’re unable to predict.

      I know it can be a frustrating experience though, and I'm sorry that's the case. The good news is, while it's not so great for the import experience, it's great in terms of security! And you don't need to re-authorize the connection every time it asks—just go through the prompt when you're ready to import new transactions.

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    • Faness We're back to this not working at all. I can't get it to login even after re-authorizing.

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    • Hi Cadet Blue Moose (b0adb6363a52) ! I hope you don't mind me stepping in here. 😀 I've reached out via email, so we can gather a little more information and look closer at that connection!

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  • My Fidelity accounts aren't linking again. They worked for a few months but now nothing does.

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    • Violet Mermaid I just sent you an email! 

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    • Chrissy Some of my Fidelity accounts haven't linked for a few weeks but some are fine.

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    • Hi Violet Mermaid ! Thanks for letting us know! I was able to refresh that connection, and those errors have cleared up. 😄 It now says it's connected, and you'll need to relink your accounts. Can you give that a try and let me know how it goes?

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    • Nicole Thanks, everything is connected now.

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    •  Nicole Some of my accounts aren't updating again.

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      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 4 mths ago
      • Reported - view

      Violet Mermaid 

      I have had this issue with Fidelity Investments off and on, both with YNAB and with Quicken.  After a particularly annoying failure to download investments into Quicken at 5:10 PM on a Friday, I called Fidelity.  Turned out that there was maintenance being done on the Fidelity side that weekend that shut down Direct Import, but did not shut down the web site.  The rep confirmed the date before that when I'd had a problem was also maintenance.  There was no predictable schedule for such maintenance, but it will likely take place outside market hours.

      Happened again this morning, about 6:30 AM EDT, in Quicken.  At 9:15 AM, the problem was gone.  Didn't call this time, but I'm pretty sure this one is on Fidelity, not on YNAB or YNAB's Direct Import partner.

      The only thing YNAB could do about it would be to check the import status more often; my understanding is the currently this is done about every 12 hours.  If none of the checks are when the market is open, that increases the chance that all of the checks will hit when Fidelity is in maintenance.

      Or perhaps YNAB could (like Quicken) offer a button users could click to force a download check.  That is not currently in the YNAB software, as far as I know.

      The good news is, if you're patient there is no need to re-link your accounts.  Whenever Fidelity gets done with maintenance, it will work again.  You just have to wait for YNAB to do a download when Fidelity is up and running.  [Insert standard advice about manual entry confirmed by imports being superior to relying on imports for primary acquisition of data.]

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    • Hi Violet Mermaid ! Your Fidelity connection is successful now. 😀

      The maintenance patzer mentioned is likely the culprit there. The troubleshooting steps can help get you reconnected once the maintenance is complete, or it will automatically on the next check. If you aren't able to reconnect, let us know and we're happy to look closer!

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  • I have a new fidelity account that I have not been able to connect to my YNAB (been trying for several weeks). I can log into the Fidelity website and I have tried the troubleshooting tips. 

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    • Hi Salmon Lightning !

      Sorry for the trouble you're having with Fidelity! Can you let us know a bit more information about your connection?

      Is this a new type of Fidelity account that you've opened? Are you able to access the new account online like you do your other Fidelity accounts?

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

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    • Faness Hi! yes, its a new investment account, I had to roll over an IRA from an old employer. I am able to access the account online through the fidelity website. 

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    • Faness my other accounts are not with fidelity 

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    • Hi Salmon Lightning ! 👋 I hope you don't mind me jumping in. It can take a few days for brand new accounts to show up. I refreshed your connection, and it looks like there are new options. How does that look on your end?

      Now you'll just need to link your accounts up with that connection (like this), or create one (Add Account > Linked > existing connection > choose account), if you haven't already. Let us know how it goes!
       

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    • Nicole This seemed to do the trick! Thank you!

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    • Salmon Lightning Glad to hear it. Let us know if we can help with anything else!

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  • We're closing out Bank Importing threads in the forum to make sure these issues are better resolved.

    Replies in this thread have been turned off, but if you’re having trouble with your bank, please fill out this form and our Direct Import team will help you get things back up and running!

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