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Trouble connecting to Fidelity NetBenefits

kelnpet

Starting the new year fresh with a new Quicken 2017 instance on Windows 10. Have no problem adding accounts for online access until I try to add my 401K from Fidelity. I choose Fidelity NetBenefits, enter username/password I use on their website but get the "Your financial institution has rejected this transaction. For more information, contact your financial institution." I called Fidelity and they are saying nothing on their end is blocking the transaction. My employer allows the Quicken connection and their servers are up.

Any thoughts?

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Accepted answers

Quicken Sarah

Hello @kelnpet

Thank you for providing that additional information, although I apologize that you have not yet received a follow-up response.

The latest version of Quicken Windows 2017 is R19.7, since you are on R15, I would recommend updating to the R19.7 release and then trying to add the Fidelity NetBenefits account once again.

To install the R19.7 update, please open Quicken and go to the Help menu > Check for Updates or download and install the Mondo Patch available here.

Please let us know how it goes and if issues persist after updating the software.

Thank you,

Sarah

All comments

Quicken Natalie

Hello @kelnpet,

Thank you for providing the details of this issue to the Community, although I apologize for any frustration you may be experiencing.

We may need a bit more information to be able to assist you further. Please take a moment to review the information available here and post back to let us know what version/release of Quicken you're using.

The more information you can provide regarding this issue will help the Community to better understand and assist.

Thank you,

Quicken Natalie

kelnpet

Quicken 2017, Rental Property Manager, Version: R15, Build 26.1.15.5

Quicken Sarah

NotACPA

@kelnpet By any chance are you married? And, if so, does your spouse work for the same employer and also have a 401k at Fidelity?

hz9vzs

I am unable to download transactions from my Fidelity Netbenefits account. I can download from my brokerage account. I am on Quicken Premier 2017 R 19.8 - It used to work before - I feel that after R 19.8 installed this has started happening. Can you help?

NotACPA

@hz9vzs,

What EXACTLY happens when your try to download from NetBenefits? Any error messages of codes?

AND, I request that you also reply to my question to @kelnpet on 1/8.

Dazza

I have the same problem. I cannot set-up a NetBenefits account. I get the error message, OL-295-A.