Fidelity Transaction Retrieve Fails

by **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?

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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.
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User ID changed, no effect.
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As of 5-15-22 11:14 AM BACK TO WORKING CORRECTLY!

by **dellwo** » Sat May 14, 2022 3:21 pm

Same here. Hopefully, it's temporary.

by **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.

by **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>

by **dellwo** » Sun May 15, 2022 10:12 am

It's working this morning.

by **Mark** » Sun May 15, 2022 10:52 am

Excellent, thanks for the update.

by **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?

by **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]

by **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?

by **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.

by **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.

by **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>

by **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.

by **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>

by **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?

Fidelity Transaction Retrieve Fails

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