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Fidelity Transaction Retrieve Fails

Questions about updating prices or transactions in Fund Manager

Postby shanaw » Sat May 14, 2022 1:42 pm

After many months of working flawlessly, two of the accounts I monitor for family members returned a transaction request with the error message Failed to Retrieve Portfolio,Broker Fidelity Net Benefits, Account Number: 12345, User Id: 12345. (Not actual numbers)
Other Fidelity accounts continue to work correctly. How do I debug this message further??

I am able to log on with the acct num/user id used for the transaction. I can find no changes in them security settings for the account. Thoughts?

------------------------------------------------------------------------
I just discovered that both accounts use a form of user id based on Soc Sec number. (Yes I know it is bad practice). I will have them change this regardless, and report back.
----------------------------------------------------------------------------------------------------------
User ID changed, no effect.
----------------------------------------------------------------------------------------------------------------

As of 5-15-22 11:14 AM BACK TO WORKING CORRECTLY!
Last edited by shanaw on Sun May 15, 2022 8:14 am, edited 1 time in total.
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Postby dellwo » Sat May 14, 2022 3:21 pm

Same here. Hopefully, it's temporary.
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Postby Mark » Sat May 14, 2022 3:44 pm

Their OFX server seems to be responding normally, at least to a fake login request. Hopefully the issue will be resolved by Fidelity soon.
Thanks,
Mark
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Postby dellwo » Sat May 14, 2022 3:59 pm

<H1>Internal Server Error - Read</H1>
The server encountered an internal error or misconfiguration and was unable to
complete your request.<P>
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Postby dellwo » Sun May 15, 2022 10:12 am

It's working this morning.
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Postby Mark » Sun May 15, 2022 10:52 am

Excellent, thanks for the update.
Thanks,
Mark
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Postby aviator » Sun May 15, 2022 12:24 pm

shanaw wrote:------------------------------------------------------------------------
I just discovered that both accounts use a form of user id based on Soc Sec number. (Yes I know it is bad practice). I will have them change this regardless, and report back.


Sorry for hijacking this thread but how were you able to remove your SSN from your login credentials? Were you able to do it yourself or did you have to work with a person at Fidelity?
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Postby shanaw » Sun May 15, 2022 1:26 pm

aviator wrote:
shanaw wrote:------------------------------------------------------------------------
I just discovered that both accounts use a form of user id based on Soc Sec number. (Yes I know it is bad practice). I will have them change this regardless, and report back.


Sorry for hijacking this thread but how were you able to remove your SSN from your login credentials? Were you able to do it yourself or did you have to work with a person at Fidelity?

You can change it easily on the site. It is in the same area as a password change under your account information. Good luck.
[/quote]
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Postby hipped1 » Thu Jul 28, 2022 6:00 am

I have been unable to retrieve transactions from Fidelity for the past two days. Is anyone else experiencing similar issues?
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Postby dellwo » Thu Jul 28, 2022 8:55 am

hipped1 wrote:I have been unable to retrieve transactions from Fidelity for the past two days. Is anyone else experiencing similar issues?

It's been hit or miss for me for a couple days.
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Postby Mark » Thu Jul 28, 2022 9:53 am

If you look in "Help / Logs / Transaction Retrieve (Raw)...", what does it say? Are you using Fidelity Investments or NetBenefits? They seem to be working okay from here currently.
Thanks,
Mark
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Postby dellwo » Thu Jul 28, 2022 12:31 pm

I have multiple accounts.
I just did several F8 updates. Sometime success... sometimes Netbenefits fails... sometimes Fid Investments fails.

Log from one:
<HTML><HEAD><TITLE>General Error</TITLE></HEAD><BODY>General Error</BODY></HTML>
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Postby Mark » Thu Jul 28, 2022 2:10 pm

That looks like an error on Fidelity's OFX server... You might want to report that to Fidelity if the problem persists.
Thanks,
Mark
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Postby divinest » Fri Jul 29, 2022 4:25 am

Hi Mark, seeing the same issue as well, however it is intermittent, works one time and fails other times.
<HTML><HEAD><TITLE>General Error</TITLE></HEAD><BODY>General Error</BODY></HTML>
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Postby B2B_Investing » Tue Aug 02, 2022 5:46 am

Are any of the folks having an issue connecting to Fidelity's OFX server using a VPN?
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