Hi Mark,
Seems Fidelity has changed something on their site recently that I now get the ACCTINFORS error when trying to retrieve transactions. Should I just call and ask them what is up?
Thanks,
Homer
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Fidelity has the ACCTINFORS disease tonight
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Hi Homer,
You might try it again a bit later, and also try retrieving with an empty account number, and see if you get a list of available account numbers for your login. It is possible the account number is formatted/entered wrong, causing the problem. If you retrieve with a blank account number, Fidelity should offer a list of available account numbers to choose from.
The advice to leave the account number blank and just enter the user log in data is an excellent tip! I have had problems setting up some of my accounts in Fund Manager and the retrieval source didn't appreciate the dashes I inserted in the account number even though that is how they were listed on my account. But Fund Manager tossed up a list of the account numbers that were suggested (revealing to me that I should select the account number scheme without the dash).
I didn't realize that just entering your user log in information would actually search for valid account numbers. That is very handy, indeed! El Gordo
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