fidelity: "failed to receive portfolio"

by **drwehby** » Sat May 25, 2019 1:27 pm

Hello, I've been successfully retrieving from Fidelity for many years. Now I get an error message: "Failed to retrieve portfolio" for all my Fidelity accounts. The error message is followed by my correct username and account numbers. I have no problem retrieving portfolio from TD Ameritrade. Fidelity website is up (I can access the accounts directly via web browser), but I can't retrieve portfolio info with Fund Manager. I'm running Fund Manager Pro 2018.15.15.100 with quote module 538 and transaction module 237 on a Win10 laptop. I would appreciate help in resolving this issue. Thank you.

by **divinest** » Sat May 25, 2019 1:32 pm

I am seeing the same type of error with fidelity accounts - here is what the txn ret logs indicate.
<HTML><HEAD>
<TITLE>Internal Server Error</TITLE>
</HEAD><BODY>
<H1>Internal Server Error - Read</H1>
The server encountered an internal error or misconfiguration and was unable to
complete your request.<P>

by **Mark** » Sat May 25, 2019 2:28 pm

This appears to be an issue with Fidelity's OFX server. I am able to reproduce the same problem here with both Fund Manager and Quicken. Hopefully the issue will be resolved by Fidelity soon.

by **divinest** » Sun May 26, 2019 7:15 pm

Appears the issue is resolved now as of 10pm ET

by **drwehby** » Sun May 26, 2019 7:17 pm

Good to know-- thanks for checking.

by **aviator** » Mon May 27, 2019 1:58 am

divinest wrote:Appears the issue is resolved now as of 10pm ET

Thanks for letting us know.

by **bssylvester** » Fri May 31, 2019 2:00 pm

This problem with Fidelity appears to be back. It's about 1:45PM PDT, and I'm receiving the same "Failed to retrieve portfolio" message when trying to download transactions.

I triple-checked the login name, password, and account number -- all correct. All my software is current versions. Per Mark's earlier suggestion, I called Fidelity and they walked me through how to access a Fidelity account using Quicken. No help. You essentially provide the same info as required by Fund Manager and the link is made automatically.

Any suggestions?

by **drwehby** » Fri May 31, 2019 2:07 pm

bssylvester wrote:This problem with Fidelity appears to be back. It's about 1:45PM PDT, and I'm receiving the same "Failed to retrieve portfolio" message when trying to download transactions.

I triple-checked the login name, password, and account number -- all correct. All my software is current versions. Per Mark's earlier suggestion, I called Fidelity and they walked me through how to access a Fidelity account using Quicken. No help. You essentially provide the same info as required by Fund Manager and the link is made automatically.

Any suggestions?

Yes, I'm having the same error, again, too.

by **tslee0000** » Fri May 31, 2019 11:33 pm

I had the same problem. Do we know it’s fidelity problem or fm problem this time?

by **chhabs** » Sat Jun 01, 2019 7:34 am

I am also receiving the same error. Is there any way to check the status of the Fidelity ofx server?

by **Mark** » Sat Jun 01, 2019 7:53 am

Hello all,

We are able to reproduce the same problem here with both Fund Manager and Quicken. The Fidelity Investment's OFX server is reporting an internal server error. It is a problem on Fidelity's end that they will need to fix. You can view the log file from within Fund Manager under "Help / Logs / Transaction Retrieve (Raw)...".

by **tslee0000** » Sat Jun 01, 2019 3:48 pm

Mark,

Thank you for the update. I talked to a Fidelity rep and he told me they are having issues with Quicken download and don’t expect the download to be up and running until a Monday. Thanks.t

by **divinest** » Sun Jun 02, 2019 3:47 pm

Appears the issue is resolved as of 6:45 pm ET - (06/02) - hope Fidelity finds the root cause and fixes the issue from happening again.

by **onlyme** » Fri Jun 14, 2019 3:20 pm

Seems that this same Fidelity issue has begun to occur once again as of this evening, Fri, 6/14/19 at 6:15 pm.

by **RonB** » Fri Jun 14, 2019 8:47 pm

Just dropping a note that I'm having this Fidelity retrieval error also tonight at 8:45 PM Pacific so Fidelity still seems to be having intermittent problems

fidelity: "failed to receive portfolio"

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