Fidelity NetBenefits (QWIN)
Answers
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I have used Quicken successfully for 30+ years. For the past 2-3 weeks I can no longer connect to or even see my one main account in Fidelity (my 401K account). All other accounts work fine.
Fidelity no help; Quicken technical support no HELP?
What is the fix? Anyone else out there with same issue?
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Are you all seeing some of your Fidelity accounts? I am having the issue of NOT seeing my main accounts —- all other accounts work fine.
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Same here since Mar 5, 2023 - only thing that works s/t is to dowwnload transactions from Fidelity as qif file and upload into quicken. Doesn't solve actual problem but gets our data into Quicken. Frustrating the lack of progress and responsiveness for a paid service…
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hypechez: you posted to a thread that specifically answers your questions. Fidelity NetBenefits and Quicken downloads do not work since circa March 8th with error OL-220-A. No fixes are available. Many theories advanced but Quicken/Fidelity will need to fix and there is no update from either of them other than acknowledging the problem. You can read the full 16 pages of this thread if you want specifics.0
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Because of this ongoing issue with Fidelity, I get this incredibly annoying pop up EVERY SINGLE TIME I open and close Quicken. Is there anyway to suppress this popup, or clear the issue??
"Your last online session was not completed. Do you want to try again before exiting?
Your last online session was not completed due to a problem with at least one financial institution. Choose Tools menu > One Step Update Summary to determine which financial institutions) are causing the error.
Then:
Go to the Tools > Online Center
Select the appropriate financial institution from the list
Click Update/Send (Internet access required)
Before starting the online session, you will be able to clear any errors for the currently selected financial institution.
If necessary, repeat the above steps for additional financial institutions."0 -
After 2 weeks of issues related to Fidelity NetBenefits updatets, I am ready to switch to a diferent financial software or service. What are the alternatives to the Quicken? Any sugestions?
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> @Adek said:
> After 2 weeks of issues related to Fidelity NetBenefits updatets, I am ready to switch to a diferent financial software or service. What are the alternatives to the Quicken? Any sugestions?
I have suggested an alternative that I have had very good success with for the last 5 years. Direct Connect downloads are free. I do not use BillPay, so I cannot comment on whether that capability exists. I haven't missed it since leaving Q. The transition from Q can be daunting, especially for lengthy histories, investments tracking, or other "power users". I can download all of my accounts save for those I KNOW have said they will no longer support Direct Connect (OFX) - Chase, Bank of America. Manual importing is required for those accounts.1 -
Still not working, pretty much messes up Quicken stat and adds cash transaction equal to the old value of the equities. This has been going on a long time !
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I have been receiving connection errors when I do One Step Updates on my Fidelity connection. I used to have issues with Citibank connection, which has been corrected after the latest Quicken update (Thank you Quicken team!). But now my Fidelity connection is failing. Here is the section of the log file:
==== Mini-OSU Start (20230320/12:34:04) ====
20230320 12:34:04: QFN: Beginning send to https://services.quicken.com/ofx-secure-plus/10482
20230320 12:34:08: QFN: End send to https://services.quicken.com/ofx-secure-plus/10482, netstatus 0
20230320 12:34:08: Parse error. Current object: SECID Missing Tag: TAG UNKNOWN
20230320 12:34:09:
==== Mini-OSU End (20230320/12:34:10) ====
Is this another MFA issue?0 -
You can email directly to “The Office of the President” at Quicken (details were provided by SForsgren in this thread). Answer I received:
“We are aware of this error with the connection between Quicken and Fidelity NetBenefits, our Online Services team is working to solve this issue as soon as possible. We don't have an estimated date on when this is going to be solved as Quicken does not have access to the financial institution's servers to correct the problem and we are insisting on an escalation with the online services specialist that handles transaction download issues at the financial institution as we understand this is affecting to multiple customers”
I understand that Fidelity has to get involved, but it still remains that a paid subscription to Quicken is not delivering the functionality. The email response above was promptly received, but leaves little confidence on when/if this gets resolved to provide accurate and secure downloads going forward.1 -
Someone asked about alternatives to Quicken. Google "The Best Personal Finance Software for 2023", one of the first 3-4 links will be PCMagazine, they have several you can switch to, have at it guys.
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Still an issue.0
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I too have been receiving the OL-332-A error when trying to update my Fidelity accounts. Going thru the error capture steps with first answering "NO" to "Have you recently changed your password" and entering manually the password illiceted a response that the password was no good but that response seemed too fast, like the Quicken site was not really making any attempt to login to Fidelity. Then going the "YES" route and changing the password, after having gotten locked out off my Fidelity account and having to change the password, I once again got a password not valid response. I then selected one of my Fidelity Accounts and pulled down the settings tab to select "update quotes" which produces the "One Step Update Settings" dialog box. I then selected "Manage Passwords" and deleted the password stored in the Quicken Password Vault. At that point, a dialog box appeared to enter my password which I did and low and behold, the account updated. Looks to me like Quicken has some sort of problem with the error capture when a password is changed and is not making that change in this location, thus the continued "wrong password" problem?
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Anyone else see the irony in the fact that the Quicken startup splash screen says, "Connected to online services from Fidelity"?5
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Same problem. Tried calling the NetBenefits customer assistance line. They were unable to help. Gave them the OL-220-a error code and asked them to open a ticket with their online services group.0
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Hi All, There seems to have been a change that Fidelity made and we are currently working with Fidelity to find the root cause of this error that you are experiencing. We are very sorry that this has been ongoing but we are working on a resolution. Please stay tuned for updates in our alerts. Thank you for your continued patience.
-Quicken Janean
Quicken Janean
Make sure to sign up for the email digest to see a round up of your top posts.
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Janean - we’re going into week 3 without the connectivity. NetBenefits was downloading correctly prior to 3/6, a root cause has yet to be determined? It doesn’t seem to be getting sufficient attention or urgency. Will an accurate and secure connection be reestablished ?1
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Janean: how about refunding everyone a portion of their paid membership since we cannot use the full benefits of Quicken? You are always quick to place the blame on others. I am positive Fidelity advised you of any changes to be made in an effort to keep the downloads continuing. Evidently, someone at Quicken screwed up2
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I think we all deserve a pro-rated refund for this mess. The changes made that caused this should have been rolled back immediately and fixed on your time, not ours. As an escalation engineer in a fortune 500, I can say this is completely unacceptable, especially for a subscription product. I will vote with my wallet soon enough.1
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I received the error code "OL-220-A" every day since 03/07 for my 2 Fidelity NetBenefits accounts. When I called the Quicken Tech Support line, I was advised that this was an open/known issue and was told to reference case #10115216. Has there been any progress in resolving this issue or an ETA as to when it may be resolved?
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Does anyone know how we can access the Fidelity Net Benefits equivalent of the Quicken "Office of the President?" Granted, Fidelity is a much bigger company likely with less access to their management, but we are maybe a large enough group of Fidelity customers to turn some heads?0
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Fidelity is pretty clear that third parties need to use something from them. Did Quicken implement this? Why are we still waiting weeks for this fix?-1
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The issue is that the change that caused this issue was on Fidelity's side, not Quicken's. There is nothing for Quicken to roll back.
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I was paying Quicken for many years, but I think I'getting tired of all issues that I experienced during these years. This latest debacle with Netbenefits as just another sign of the deeper issues with Quicken. Every time I upgrade Quicken to a new version I'm worrying what they are going to break this time. Worst is the file corruption discovered few weeks later, but you'll see lots of other "minor" issues if you stay with Q$ for more than one year. I just feel that I cannot trust anymore for this piece of shitware (sorry, but this is how I feel) to count my money correctly. I am evaluating MoneyDance right now and very likely will switch to that in the coming weeks. Moving the data (especially attachments) is not going to be trivial, but it will likely be worth in the long term.
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> @tivolo said:
> The issue is that the change that caused this issue was on Fidelity's side, not Quicken's. There is nothing for Quicken to roll back
That's not how this works. We are Quicken customers, so this is a Quicken problem. It doesn't matter what the actual issue is. Quicken needs to put severe pressure on Fidelity ASAP if this is indeed their problem.-1 -
This is a Fidelity NetBenefits problem. Fix it - or, roll something back. This is unacceptable!
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Come On Quicken, Get this fixed
Net Fidelity Benefits Issue. It's been two weeks, for a connection problem!
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Hey folks, I sent a note to the CFO at Quicken stating that a two-week unresolved problem is frustrating and the lack of update is not acceptable. I also clearly stated that two weeks without updates to a large retirement account is an eternity in this environment. His response is below:
Hi Thomas,
I checked in with our Customer Support team and learned that they're actively working on this issue but unfortunately don't
have a resolution yet. We do understand how frustrating connectivity issues can be, so I appreciate your feedback regarding
inadequate updates. If you can share your email or other contact information, I will have Jonathan Sanchez from our
Customer Care organization contact you to provide more details.
Thanks
I will post more once I receive add'l info from Jonathan.1 -
> @da.hi said:
> > @tivolo said:
> > The issue is that the change that caused this issue was on Fidelity's side, not Quicken's. There is nothing for Quicken to roll back
>
> That's not how this works. We are Quicken customers, so this is a Quicken problem. It doesn't matter what the actual issue is. Quicken needs to put severe pressure on Fidelity ASAP if this is indeed their problem.
This is a Quicken issue. Fidelity requires third parties to use certain protocols and have made that known. Fidelity finally shut down the old method. Quicken needs to implement what Fidelity requires them to use. This is more about protecting your data than anything else.-1 -
3/21/23 Version R48.15 and the problem still exists.0
