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#4
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| In microsoft.public.money, chris wrote: - quote - > Ok, adding NetBenefits did the trick. Previously only had Fidelity
I suggest you mark the 0-balance account as Closed.> Investments (although both use same login credentials). > So, now I have all 4 accounts. Well actually 5 now. > Fidelity Investments has a 0 balance account in addition to the correct > balance account. And NetBenefits shows one of the remaining 3 accts with > wrong balance. |
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#3
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| Ok, adding NetBenefits did the trick. Previously only had Fidelity Investments (although both use same login credentials). So, now I have all 4 accounts. Well actually 5 now. Fidelity Investments has a 0 balance account in addition to the correct balance account. And NetBenefits shows one of the remaining 3 accts with wrong balance. Seems like Money needs a fidelity patch as I don't have these same issues with Quicken. Am currently evaluating Money Plus and not impressed thus far. thanks. chris "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, chris wrote: > > Yes, all 4 accounts appear under "accounts & Trade" tab. > > > IRA > > Savings Plan > > 401k > > 2nd Savings Plan > Bringing in data from the Fidelity Netbenefits side into the > Fidelity Investments pages is fairly new. I suggest that you tell > Money that the two working accounts are at Fidelity Investments, and > that the other two -- assuming it's true -- are at Fidelity > Netbenefits. Fidelity Netbenefits is a separate FI from Money's > (and Fidelity's) point of view. I don't use Fidelity Netbenefits , > but I think I have read that some employers sign up to provided that > Fidelity Netbenefits access and some don't. It seems worth a try. > > > chris > > > "Cal Learner-- MVP" wrote: > > > > In microsoft.public.money, chris wrote: > > > > > > If I login to Fidelity Investments I can see 4 accounts of mine. > > > > > > > When I add the acct with Money it only shows me 2 accounts after an online > > > > update, and only one of those reports the correct amount. The other just > > > > shows 0. > > > > > > > What's the problem here? > > > > > When you log into Fidelity via browser, do all four accounts show up > > > on the Accounts & Trade page at the same time? > > |
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#2
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| In microsoft.public.money, chris wrote: - quote - > Yes, all 4 accounts appear under "accounts & Trade" tab.
Bringing in data from the Fidelity Netbenefits side into the> IRA > Savings Plan > 401k > 2nd Savings Plan Fidelity Investments pages is fairly new. I suggest that you tell Money that the two working accounts are at Fidelity Investments, and that the other two -- assuming it's true -- are at Fidelity Netbenefits. Fidelity Netbenefits is a separate FI from Money's (and Fidelity's) point of view. I don't use Fidelity Netbenefits , but I think I have read that some employers sign up to provided that Fidelity Netbenefits access and some don't. It seems worth a try. - quote - > chris > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, chris wrote: > > > > If I login to Fidelity Investments I can see 4 accounts of mine. > > > > > When I add the acct with Money it only shows me 2 accounts after an online > > > update, and only one of those reports the correct amount. The other just > > > shows 0. > > > > > What's the problem here? > > > When you log into Fidelity via browser, do all four accounts show up > > on the Accounts & Trade page at the same time? > |
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#1
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| Yes, all 4 accounts appear under "accounts & Trade" tab. IRA Savings Plan 401k 2nd Savings Plan chris "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, chris wrote: > > If I login to Fidelity Investments I can see 4 accounts of mine. > > > When I add the acct with Money it only shows me 2 accounts after an online > > update, and only one of those reports the correct amount. The other just > > shows 0. > > > What's the problem here? > When you log into Fidelity via browser, do all four accounts show up > on the Accounts & Trade page at the same time? |
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| In microsoft.public.money, chris wrote: - quote - > If I login to Fidelity Investments I can see 4 accounts of mine.
When you log into Fidelity via browser, do all four accounts show up> When I add the acct with Money it only shows me 2 accounts after an online > update, and only one of those reports the correct amount. The other just > shows 0. > What's the problem here? on the Accounts & Trade page at the same time? |
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#-1
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| If I login to Fidelity Investments I can see 4 accounts of mine. When I add the acct with Money it only shows me 2 accounts after an online update, and only one of those reports the correct amount. The other just shows 0. What's the problem here? thanks. |
| Tags |
| accounts, acct, fidelity, investment, shows |
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