Transaction retrieval problem at Schwab

[alan green]

Hi Mark,
I am having the same problem with Fidelity. I get a winnet error code 12029 when trying to retrieve transactions. I have no problem retrieving prices.

Alan

[theobaldr]

Updated and reconciled all accounts last night. Really makes you appreciate how easy FM makes managing several accounts and keeps them up to date after working manually for the past 4 weeks..
Thank you.

[Mark]

Hi Mark,
I am having the same problem with Fidelity. I get a winnet error code 12029 when trying to retrieve transactions. I have no problem retrieving prices.

Alan

The 12029 error is usually from some local firewall program blocking access. Fidelity is working okay from here.

[Tnblade]

I am also having the same problem with Fidelity. Any suggestions?

[Mark]

If you're getting the same 12029 error message, check your firewall/anti-virus programs/settings. Some program is likely blocking access. I've just checked both Fidelity Investments and Fidelity NetBenefits, and they are both working okay from here.

[alan green]

I disconnected my windows defender which didn’t correct the problem

[bwessely]

Thank you to everyone for your patience. This OFX interface will be available until the end of the year, according to Schwab. We expect to have the new FDX interface completed/available before this time.

Still the same error "failed to retrieve portfolio". How did others get it to work again? I rebooted just in case and tossed the retrieval settings and re-entered them.

[Mark]

I disconnected my windows defender which didn’t correct the problem

Something is blocking it. It might be some other sort of antivirus program or something?

[Mark]

Still the same error "failed to retrieve portfolio". How did others get it to work again? I rebooted just in case and tossed the retrieval settings and re-entered them.

Did you download the latest transaction module 241? Use "Help / FM on the Web / Check for Updates..." from within FM 2018 or 2020.

[Tnblade]

I disabled my antivirus program and am getting the same error message trying to get Fidelity to update. Code 12029.

[Mark]

I disabled my antivirus program and am getting the same error message trying to get Fidelity to update. Code 12029.

1) What transaction module are you using? See "Help / About...".
2) Where are you connecting from? Is it within the US?

[Tnblade]

Thanks Mark,

Transaction Module 241.

Connecting from home computer in US.

It was working fine a month or so ago.

Thanks

[Mark]

Hi Tnblade,

I'm not sure then. The 12029 error indicates a connection couldn't be made from your computer to Fidelity's OFX server. I'm not able to reproduce the problem here. Do you retrieve from any other brokers? Do you have problems with those?

[tommydom]

Mark,

Everything works well for me now. Thank you very much for getting this all fixed up.

Tommy.

Thank you to everyone for your patience. This OFX interface will be available until the end of the year, according to Schwab. We expect to have the new FDX interface completed/available before this time.

[Tnblade]

Hi Tnblade,

I'm not sure then. The 12029 error indicates a connection couldn't be made from your computer to Fidelity's OFX server. I'm not able to reproduce the problem here. Do you retrieve from any other brokers? Do you have problems with those?

Mark,

Yes, it works fine with Vanguard and Schwab. Fidelity had been working until recently.

Thanks

Rodney