Fidelity Netbenefits

#7 12-29-2003, 08:34 PM

An update...

Late last week the downloads started working.

Thanks for (helpful) replies.

Jay

Chris Cowles wrote:

- quote -

> I believe your ability to use electronic downloads with Netbenefits is a
> function of what your employer is willing to pay in service charges. Mine
> wasn't, and I had nothing other than web access.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news

rapuvo16en2u6emhgbc9o67rordglfa6a[at]4ax.com...
> > In microsoft.public.money, Jay wrote:
> > > > > But I don't seem to be able to even get that far. The M2004 software
> > > doesn't list Fidelity Netbenefits in their list even though it is listed
> > > on the M2004 website.
> > > When I suggested calling Fidelity, I meant with a telephone.
> > > > > Jay
> > > > > Cal Learner-- MVP wrote:
> > > > > > > > In microsoft.public.money, Jay wrote:
> > > > > > > > > > > > > > I noticed on their website that they now work online with Money without
> > > > > having to manually download QFX files. In M2004, from the Online
> > > > > Services Manager, I clicked "See the financial institutions Money
> > > > > supports" link... sure enough Fidelity Netbenefits was listed. However,
> > > > > I tried to set my 401k account to start using it, but Netbenefits isn't
> > > > > listed in teh "Select Your Financial Institution" list. I updated Money
> > > > > online, but it still doesn't show up although it's listed on the Money
> > > > > website. The only thing listed is "Fidelity Investments", but that
> isn't
> > > > > the same thing and doesn't work with my singon info.
> > > > > > > > > Any ideas how to update the list in Money so I can access Netbenefits
> > > > > online?
> > > > > > > > > > I would call Fidelity and ask if you are set up for access with
> > > > Microsoft Money.
> > > >

#6 12-27-2003, 01:52 AM

I believe your ability to use electronic downloads with Netbenefits is a
function of what your employer is willing to pay in service charges. Mine
wasn't, and I had nothing other than web access.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news

rapuvo16en2u6emhgbc9o67rordglfa6a[at]4ax.com...
- quote -

> In microsoft.public.money, Jay wrote:
> > But I don't seem to be able to even get that far. The M2004 software
> > doesn't list Fidelity Netbenefits in their list even though it is listed
> > on the M2004 website.
> When I suggested calling Fidelity, I meant with a telephone.
> > > Jay
> > > Cal Learner-- MVP wrote:
> > > > In microsoft.public.money, Jay wrote:
> > > > > > > > I noticed on their website that they now work online with Money without
> > > > having to manually download QFX files. In M2004, from the Online
> > > > Services Manager, I clicked "See the financial institutions Money
> > > > supports" link... sure enough Fidelity Netbenefits was listed. However,
> > > > I tried to set my 401k account to start using it, but Netbenefits isn't
> > > > listed in teh "Select Your Financial Institution" list. I updated Money
> > > > online, but it still doesn't show up although it's listed on the Money
> > > > website. The only thing listed is "Fidelity Investments", but that
isn't
> > > > the same thing and doesn't work with my singon info.
> > > > > > > Any ideas how to update the list in Money so I can access Netbenefits
> > > > online?
> > > > > > > I would call Fidelity and ask if you are set up for access with
> > > Microsoft Money.
> >

#5 12-26-2003, 08:43 PM

In microsoft.public.money, Jay wrote:

- quote -

> But I don't seem to be able to even get that far. The M2004 software
> doesn't list Fidelity Netbenefits in their list even though it is listed
> on the M2004 website.

When I suggested calling Fidelity, I meant with a telephone.

- quote -

> Jay
> Cal Learner-- MVP wrote:
> > In microsoft.public.money, Jay wrote:
> > > > > I noticed on their website that they now work online with Money without
> > > having to manually download QFX files. In M2004, from the Online
> > > Services Manager, I clicked "See the financial institutions Money
> > > supports" link... sure enough Fidelity Netbenefits was listed. However,
> > > I tried to set my 401k account to start using it, but Netbenefits isn't
> > > listed in teh "Select Your Financial Institution" list. I updated Money
> > > online, but it still doesn't show up although it's listed on the Money
> > > website. The only thing listed is "Fidelity Investments", but that isn't
> > > the same thing and doesn't work with my singon info.
> > > > > Any ideas how to update the list in Money so I can access Netbenefits
> > > online?
> > > > I would call Fidelity and ask if you are set up for access with
> > Microsoft Money.
>

#4 12-22-2003, 05:52 PM

Hmm... here's the link I spoke of.

http://www.microsoft.com/money/onlin...t.asp?FIList=5

Shows 'Fidelity Netbenefits' supporting direct services.

Jay

Sherman wrote:

- quote -

> I called Fidelity and talked with one of their agents.
> They indicated that Netbenefits (or at least my plan) is
> not set up to be downloadable by any money management
> progam. They seem to indicate that this is generally true
> for all netbenefits accounts.
> Sherman
> > -----Original Message-----
> > I noticed on their website that they now work online with
> Money without
> > having to manually download QFX files. In M2004, from the
> Online
> > Services Manager, I clicked "See the financial
> institutions Money
> > supports" link... sure enough Fidelity Netbenefits was
> listed. However,
> > I tried to set my 401k account to start using it, but
> Netbenefits isn't
> > listed in teh "Select Your Financial Institution" list. I
> updated Money
> > online, but it still doesn't show up although it's listed
> on the Money
> > website. The only thing listed is "Fidelity Investments",
> but that isn't
> > the same thing and doesn't work with my singon info.
> > > Any ideas how to update the list in Money so I can access
> Netbenefits
> > online?
> > > Thanks,
> > Jay
> > > .
>

#3 12-22-2003, 04:57 PM

I called Fidelity and talked with one of their agents.
They indicated that Netbenefits (or at least my plan) is
not set up to be downloadable by any money management
progam. They seem to indicate that this is generally true
for all netbenefits accounts.

Sherman
- quote -

> -----Original Message-----
> I noticed on their website that they now work online with
Money without
> having to manually download QFX files. In M2004, from the
Online
> Services Manager, I clicked "See the financial
institutions Money
> supports" link... sure enough Fidelity Netbenefits was
listed. However,
> I tried to set my 401k account to start using it, but
Netbenefits isn't
> listed in teh "Select Your Financial Institution" list. I
updated Money
> online, but it still doesn't show up although it's listed
on the Money
> website. The only thing listed is "Fidelity Investments",
but that isn't
> the same thing and doesn't work with my singon info.
> Any ideas how to update the list in Money so I can access
Netbenefits
> online?
> Thanks,
> Jay
> .

#2 12-22-2003, 02:49 PM

But I don't seem to be able to even get that far. The M2004 software
doesn't list Fidelity Netbenefits in their list even though it is listed
on the M2004 website.

Jay

Cal Learner-- MVP wrote:

- quote -

> In microsoft.public.money, Jay wrote:
> > I noticed on their website that they now work online with Money without
> > having to manually download QFX files. In M2004, from the Online
> > Services Manager, I clicked "See the financial institutions Money
> > supports" link... sure enough Fidelity Netbenefits was listed. However,
> > I tried to set my 401k account to start using it, but Netbenefits isn't
> > listed in teh "Select Your Financial Institution" list. I updated Money
> > online, but it still doesn't show up although it's listed on the Money
> > website. The only thing listed is "Fidelity Investments", but that isn't
> > the same thing and doesn't work with my singon info.
> > > Any ideas how to update the list in Money so I can access Netbenefits
> > online?
> I would call Fidelity and ask if you are set up for access with
> Microsoft Money.

#1 12-22-2003, 01:10 PM

Anyone?

Jay

Jay wrote:

- quote -

> I noticed on their website that they now work online with Money without
> having to manually download QFX files. In M2004, from the Online
> Services Manager, I clicked "See the financial institutions Money
> supports" link... sure enough Fidelity Netbenefits was listed. However,
> I tried to set my 401k account to start using it, but Netbenefits isn't
> listed in teh "Select Your Financial Institution" list. I updated Money
> online, but it still doesn't show up although it's listed on the Money
> website. The only thing listed is "Fidelity Investments", but that isn't
> the same thing and doesn't work with my singon info.
> Any ideas how to update the list in Money so I can access Netbenefits
> online?
> Thanks,
> Jay

12-22-2003, 01:09 PM

In microsoft.public.money, Jay wrote:

- quote -

> I noticed on their website that they now work online with Money without
> having to manually download QFX files. In M2004, from the Online
> Services Manager, I clicked "See the financial institutions Money
> supports" link... sure enough Fidelity Netbenefits was listed. However,
> I tried to set my 401k account to start using it, but Netbenefits isn't
> listed in teh "Select Your Financial Institution" list. I updated Money
> online, but it still doesn't show up although it's listed on the Money
> website. The only thing listed is "Fidelity Investments", but that isn't
> the same thing and doesn't work with my singon info.
> Any ideas how to update the list in Money so I can access Netbenefits
> online?

I would call Fidelity and ask if you are set up for access with
Microsoft Money.

#-1 12-20-2003, 02:09 PM

I noticed on their website that they now work online with Money without
having to manually download QFX files. In M2004, from the Online
Services Manager, I clicked "See the financial institutions Money
supports" link... sure enough Fidelity Netbenefits was listed. However,
I tried to set my 401k account to start using it, but Netbenefits isn't
listed in teh "Select Your Financial Institution" list. I updated Money
online, but it still doesn't show up although it's listed on the Money
website. The only thing listed is "Fidelity Investments", but that isn't
the same thing and doesn't work with my singon info.

Any ideas how to update the list in Money so I can access Netbenefits
online?

Thanks,
Jay

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