Fidelity Investments Transaction Retrieve Problem

[Mark]

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.

[alan green]

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

Alan

[Mark]

Hi Alan,

Excellent, thanks for confirming the fix.

[Tnblade]

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.

[Mark]

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.

[modelerMike]

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.

[Mark]

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.

[modelerMike]

Much appreciated, just wanted to double check that that is the issue.
Thank you Mark

[modelerMike]

Running on Windows 10 with IE 11 worked !

Thank you Mark