Ongoing Connectivity Issues with Fidelity

I know, I know... "use the Bank Importing issue form"

The thing is, I have submitted my bank importing issue through the form multiple times (first submitted on April 30th). I have an email thread with a variety of support personnel going back over 2 weeks. As of today, the connection to my Fidelity accounts are still not working. 

I have done all the things support has requested over the past 2+ weeks and still no reliable Fidelity connections. Prior to the service provider change when we were all told to update our connections, my Fidelity link worked nearly FLAWLESSLY. Any chance YNAB can just put me back to the way it was prior to the change?

Or does anyone else out there have any guidance other than un-link and re-link (because that usually doesn't work and is definitely not how the "service" is supposed to function). 

I'm pulling what's left of my hair out over this and it's driving me crazy!

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  • Hey, Cyan Sloth . I'm sorry for the trouble with this connection—especially for making it worse. I can see that Matt and our import partner are currently working on this. I would not recommend removing and re-adding the connection, because that will interfere with the troubleshooting process.

    This is frustrating for us, too, and I promise we're doing everything we can to get it resolved. Unfortunately, we can't revert it to the way it was, because the import partner you were connected through no longer exists—they were swallowed up by a competitor.

    Like 1
  • I have also logged an issue with Fidelity none of my transactions are importing and reconnecting is not solving the issue.   It does not appear on your issues page as a top 20 issue.  I would be curious if this is only a problem for select users or for all fidelity users.

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    • Pink Piranha One reason we tell everyone, "Get in touch with support," is that bank importing issues almost never affect everyone. And if they do, it'll be on the status page. We can't always fix a problem on your individual connection, but usually we can (although it can take time), and the only way to get that process started is to get in touch with support and have us take a look.

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  • I'm having same issue with Fidelity. Good to know it's not just me.  😂I already reported it on the bank importing form. It looks like importing stopped working around April 30th for me as well. It took me some time to realize since my primary expense account is a credit card.

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  • Argh, I came here after discovering that my Fidelity transactions have silently not been importing. I'm so frustrated with YNAB right now. I haven't gotten any error messages - my wife just noticed that our actual balance is lower than what YNAB is reporting. Absolutely unacceptable, and if this is how it's going to be with YNAB now, I'm going to have to find another budgeting solution. 

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 9 mths ago
      • Reported - view

      Salmon Drum Best of luck! There is no better budgeting solution. Just better importing. I'll give you a head start. Mint is among the very best direct importers you'll ever find!

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    • Hi Salmon Drum !

      If you're willing to give us a chance to fix things, please report a Bank Importing Issue so our Direct Import Team can take a closer look! :)

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      • Salmon Drum
      • Salmon_Drum.7
      • 9 mths ago
      • 1
      • Reported - view

      Faness Done - thanks!

      Like 1
  • Two weeks later and it seems no progress. I'm in the same boat, but only recently noticed it since YNAB isn't showing any error message. It's just silently not updating - didn't realize it until I found inconsistencies in my reports and reconciliation. We have five accounts with Fidelity that aren't updating - so a big chunk of our budget needs repair.

    I've reported it on the Bank Importing Issue form.  Based on Matthew 's advice I've not yet tried removing and relinking the account. Is this still the recommendation? Any movement on this issue? I hope YNAB is lighting a fire underneath Plaid customer support to get this issue fixed. It's been over a month now.

    edit: grammar

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  • Replying to your email right now—thanks for your patience!

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  • My issue was fixed upon following the support directions to unlink account, create new link, link account to new link, delete old link. It was very easy, took a few minutes. Many transactions were immediately downloaded. I have various brokerage accounts on Fidelity but only link YNAB to my Cash Management/checking account. I recommend you contact support if you haven't already so they can provide detailed instructions.

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  • I have been having connection issue with Fidelity for 3+ months.  Cash Management account works.  Brokerage works.  Credit card ~ Nothing.

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      • Rhubarb314159
      • YNAB-enthusiast
      • rhubarb314159
      • 5 mths ago
      • 1
      • Reported - view

      Mel Nutter Are you connecting through Fidelity or directly through Elan Financial Services? Fidelity contracts out their credit card service to Elan. I remember having more success with YNAB integration by going directly to Elan.

      Like 1
      • Mel Nutter
      • mel_nutter
      • 5 mths ago
      • Reported - view

      Rhubarb314159 Thanks!  YNAB has been working on this problem for three months without resolution.  You solved the problem in one reply.  I established my account directly at Elan.  Then I changed my Visa connection and everything worked fine.

      I appreciate the reply,

      Mel

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      • Rhubarb314159
      • YNAB-enthusiast
      • rhubarb314159
      • 5 mths ago
      • Reported - view

      Mel Nutter Glad it worked out! I was caught up on that same Fidelity/Elan issue for a month or so myself before I figured it out.

      Happy YNABing. It's not a perfect service . . . but still better than anything else currently available.

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  • Wow! The elan suggestion finally fixed it. Thanks!

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