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Old 02-25-2004, 04:20 AM
Steve Canyon
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Default Re: unable to connect to fidelity netbenefits

I had this problem. I have all my other Fidelity accounts working, but can't
get my wife's IRA from Netbenefits to work. Fidelity told me that my wife's
institution would have to offer access to that service for it to work. So
it's available from Fidelity and appears as an option in Money, but unless
my wife's work requests that members be able to access accounts this way,
Fidelity doesn't enable it. I am not sure if that is the case as it seems we
are getting two different stories.

"jr" <anonymous[at]discussions.microsoft.com> wrote in message
news:076c01c3faf2$1762dad0$a501280a[at]phx.gbl...
- quote -

> from within money 2004 standard, I looked to "see the
> financial institutions money supports". fidelity
> netbenefits is listed. i can't find it when going through
> the "set up online services" feature. i called fidelity
> and they said it only works on money premium and deluxe.
> does anybody have any way around this?
> thanks



 
Old 02-24-2004, 11:17 PM
Mr. Bill
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Posts: n/a
Default Re: unable to connect to fidelity netbenefits

Jr,
Welcome to the Wonderful World of Money! I am running 2004 Deluxe, and get
the option to setup 'online services' w/ NetBenefits; but have tried to
setup without any success. So before you spring for the upgrade, think
about it.

I will let you know here if NetBenefits ever successfully connects.

"jr" <anonymous[at]discussions.microsoft.com> wrote in message
news:076c01c3faf2$1762dad0$a501280a[at]phx.gbl...
- quote -

> from within money 2004 standard, I looked to "see the
> financial institutions money supports". fidelity
> netbenefits is listed. i can't find it when going through
> the "set up online services" feature. i called fidelity
> and they said it only works on money premium and deluxe.
> does anybody have any way around this?
> thanks



  #-1  
Old 02-24-2004, 03:20 PM
jr
Guest
 
Posts: n/a
Default unable to connect to fidelity netbenefits

from within money 2004 standard, I looked to "see the
financial institutions money supports". fidelity
netbenefits is listed. i can't find it when going through
the "set up online services" feature. i called fidelity
and they said it only works on money premium and deluxe.
does anybody have any way around this?

thanks
 

Tags
connect, fidelity, netbenefits, unable
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