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Fidelity Netbenefits atwork

Questions about updating prices or transactions in Fund Manager

Postby Perry » Mon May 27, 2019 9:16 am

Fund Manager can retrieve transactions for my wife's fidelity netbenefits account.
It cannot however retrieve transactions for my netbenefits account.
These are for two different companies. A long time ago I was supposed to always access my account via netbenefits website. I tried the Personal Capital site: https://www.personalcapital.com/. I was able to have the Personal Capital retrieve my information by selecting their "Fidelity at Work" option. Their "NetBenefits" option did not work just as Fund Manager's "NetBenefits" option does not work. The "Fidelity at Work" option accesses this website: https://nb.fidelity.com/public/nb/atwork/home. I am able to login to my netbenefits from any fidelity site however it always takes me to the following: https://workplaceservices.fidelity.com/ ... navigation. Will adding the "Fidelity at Work" link as a selection (https://nb.fidelity.com/public/nb/atwork/home) allow me to download the info into FundManager?
Thanks
Perry
 
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Joined: Fri Jun 22, 2018 7:17 am

Postby Mark » Mon May 27, 2019 9:24 am

Hi Perry,

It doesn't appear there is a separate OFX server for "Fidelity at Work". You might contact Fidelity, and ask them for instructions on getting your transactions into Quicken. Use those same instructions for Fund Manager.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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