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Fidelity Investments Transaction Retrieve Problem

Questions about updating prices or transactions in Fund Manager

Postby Mark » Wed Nov 18, 2020 9:47 am

For those having trouble retrieving from Fidelity Investments, it appears in order to connect with this server you'll need to be using Window 10 with IE 11 installed.
Thanks,
Mark
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Postby alan green » Wed Nov 18, 2020 3:04 pm

I just upgraded (free) to Windows 10 and that fixed the problem. Thanks Mark for taking the time to figure out the solution.

Alan
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Postby Mark » Wed Nov 18, 2020 3:09 pm

Hi Alan,

Excellent, thanks for confirming the fix.
Thanks,
Mark
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Postby Tnblade » Wed Nov 18, 2020 6:12 pm

Mark wrote:For those having trouble retrieving from Fidelity Investments, it appears in order to connect with this server you'll need to be using Window 10 with IE 11 installed.


Mark,

I already have Windows 10 and IE 11 installed.
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Postby Mark » Wed Nov 18, 2020 7:33 pm

Tnblade wrote:I already have Windows 10 and IE 11 installed.


Did you try resetting all the advanced settings under "Internet Options... / Advanced" inside IE 11 and rebooting your PC?

If you try that, and still can't get it working, please try uninstalling the IE 11 feature, and re-adding it. Maybe that will clear up whatever isn't set correctly. This is under "Turn Windows features on or off" in the Window's Control Panel.
Thanks,
Mark
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Postby modelerMike » Fri Dec 04, 2020 3:25 pm

The past 2 days when trying to update FM's Fidelity portfolios using
'Retrieve Transactions' , I have been getting the 12029 error.


HOLD THE PRESSES;
Is this my problem ? From Mark's post above:
"For those having trouble retrieving from Fidelity Investments, it appears in order to connect with this server you'll need to be using Window 10 with IE 11 installed."


OTHER THINGS :
'Retrieve Transactions' on Fidelity accts, 2 months ago, worked fine.

Note that I had no problems doing 'Retrieve Transactions'
on another broker's accounts yesterday.

PC is Windows 8.1 Pro 64 bit
could this be a problem given that Microsoft has stopped
supporting 2013 vintage software ?

After reading all the relevant comments in this post,
I systematically disabled various firewall , anti-virus and anti-spam to see
if that would allow 'Retrieve Transactions' to work.
I updated the 'transactions module to the latest.

I also temporarily disabled 2-factor authentication
because that prevents Fund Manager 'Retrieve Transactions' processing too.

Still can't get past the 12029 error !
Any suggestions appreciated.
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Postby Mark » Fri Dec 04, 2020 3:57 pm

Yes, the problem is you must be using Windows 10 to connect with the Fidelity server now. Their server is using a more modern secure connection method not available under older versions of Windows.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby modelerMike » Sun Dec 06, 2020 12:11 pm

Much appreciated, just wanted to double check that that is the issue.
Thank you Mark
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Postby modelerMike » Mon Dec 07, 2020 3:44 pm

Running on Windows 10 with IE 11 worked !

Thank you Mark
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