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  #4  
Old 12-11-2008, 04:29 PM
Cal Learner-- MVP
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Default Re: new investment acct: Fidelity only shows 2 of my 4 accounts

In microsoft.public.money, chris wrote:

- quote -

> 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.


I suggest you mark the 0-balance account as Closed.
  #3  
Old 12-11-2008, 04:13 PM
chris
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Default Re: new investment acct: Fidelity only shows 2 of my 4 accounts

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?

> >
  #2  
Old 12-11-2008, 03:04 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: new investment acct: Fidelity only shows 2 of my 4 accounts

In microsoft.public.money, chris wrote:

- quote -

> 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.


- 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?

>
  #1  
Old 12-11-2008, 02:55 PM
chris
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Posts: n/a
Default Re: new investment acct: Fidelity only shows 2 of my 4 accounts

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?

 
Old 12-11-2008, 01:28 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: new investment acct: Fidelity only shows 2 of my 4 accounts

In microsoft.public.money, chris wrote:

- quote -

> 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?
  #-1  
Old 12-10-2008, 11:14 PM
chris
Guest
 
Posts: n/a
Default new investment acct: Fidelity only shows 2 of my 4 accounts

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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