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Fidelity NetBenefits - Error OL-295-A - might be VPN usage related
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Answers
Right after, I tried my Fidelity account (which I haven't been able to download transactions since 9/13/19). BAM!! All my transactions showed up. Worth a try for everyone who is still having problems...
Then today I called. Fidelity NetBenefits had no record of there being any problems with their downloads. The person was trying to be helpful but only had the script. She did lodge a ticket.
After I got off the phone, I had the idea to also look at WebRoot which does blocking and filtering of Websites in real-time. This think has an "Identity Shield Protection" blocker which filters / prevents personal information, from being offloaded via your browser. So I disabled that option. I then reset my NetBenefits account connection in Quicken 2019 and low and behold, my updates started working again immediately.
@(*@(*@* unbelievable -WOW.. I generally keep stuff like this OFF but they must have done some sort of update or I missed it and flipped the setting.
So I'm suggesting you also look at anything like this sort tooling whether it be Norton, WebRoot, MalwareBytes, ... YMMV.
I don't have a VPN either.
I am able to download Fidelity IRA info which is actually linked at Fidelity with the 401-k account. When I use my login info I can access either account on the Fidelity website.
Very frustrating to say the least since I have done nothing different on my end.
looks like totally different servers -
PING 104.106.177.177
PING 104.98.170.79
PING 155.199.34.104
redirects to --> https://nb.fidelity.com/public/nb/401k/home
PING 23.67.101.149
At this point, now every time I refresh my NetBenefits data, I am half expecting it not to work, and I'm relieved when it does.
If your 403(b) account has multiple mutual funds in it: In Quicken, add a new account : a BROKERAGE account. Financial institution is Fideltiy NetBenefits. Next ask quicken to download transactions. It will find the 403(b) account and ask you if you want to link it to your existing account in Quicken ... say yes. All is well now.
Bottom line appears to be that your current Quicken account thinks it is a single mutual fund, but NetBenefits thinks it's a brokerage account.
In Quicken 2020, Tools>Online Center>(select Fidelity NetBenefits from Financial institution drop-down)>(select 401K account from Account list)>(CTRL-SHIFT select Contact info)>(tick Financial institution branding and profile)>Refresh
then...
File>File Operations>Verify file
then...
Shutdown Quicken
In Windows 10, Settings>Storage>Disk C>Temporary files>(tick Internet Temporary Files)>Remove files
Start Quicken and downloaded updates from Fidelity Netbenefits 401K are now working.
Their Quicken FAQ says "To use the Quicken® and QuickBooks® download services, the version being used cannot be more than three versions old."
And I think that was why I updated to 2017, and the problem went away. So I am going to update to 2020 and see what happens. Just a thought.
Before I did the Quicken version upgrade, I made a copy of the Quicken datafile and renamed it so that I could attempt to trouble shoot any issues with the upgrade. As a precaution, I also installed a copy of my 2017 Quicken Home & Business version on another computer with the backup copy of the datafile before the update.
All my accounts are downloading just fine with the exception of the Fidelity Netbenefits account. I have performed the recommended solution listed in this thread multiple times and continue to get the same OL-295-A Error message for my Fidelity Netbenefits 401K account. Again, all other accounts are downloading just fine including my Fidelity HSA account.
As an additional step, I did go to the other computer with the 2017 Quicken Home and Business version and tried the download of the Fidelity Netbenefits. It too fails with the OL-295-A error.
I have tried the reset account twice. The first time it hung and I had to kill Quicken via task manager. The second time, it completed stating that it was unable to connect to Fidelity.
Hopefully they will get this fixed in the next few days. I do not look forward to updating the price list manually and God forbid, should there be any any buy, sell, dividend actions that have to be manually entered.
Last item. I noticed that the URL listed for the 401K in the contact information in the online center for that account is listed as www.401k.com (if you do not do the CTLR-SHIFT selecting contact information). I click on the link and can successfully log into the account through the Quicken Internet screen.
I did all the things recommended in this thread and others including disabling and re-enabling the account which had failed to connect to the NetBenefits site.
So just before calling Quicken, I ran one final attempt to download so that I would have current logs and it worked. I do not know if Fidelity or Quicken made any changes. I did add a credit card account to my database just prior to the successful download of Netbenefits. Not sure if that had anything to do with it. I suppose it is possible that there was an issue with the password fault or online setup that corrected itself when I added the new account.
Anyway, it is now working for me and I have NO IDEA why. But I am happy now.
I am concerned about the subscription upgrade, since I have been planning to do it soon as the expiration date is coming up.
Can anyone else with the subscription version comment if this is working ok for them? Last fall I strongly suspected it was a user-by-user issue on the Fidelity side, independent of Quicken version or other local technical configurations.
Any suggestions what is going on and how to re-establish a connection with Netbenefits?
Thx, Doug
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Doug