Online Banking with Fidelity Investments
Marsh Feldman
marshfeldman at gmail.com
Sun Dec 4 21:23:03 EST 2011
I'm trying to set up online banking with Fidelity Investments. I'm able
to find Fidelity's information in the AqBanking database. But I've not
been successful accessing my accounts.
I think the problem is in a nomenclature mismatch between Fidelity and
OFX DirectConnect User Setup. OFX uses three terms, "User Name," "User
Id," and "Client UID" to identify the user, but Fidelity's web site uses
"Username" and "Password." The OFX DirectConnect wizard says "'User
Name' is your real name." So that's different from Fidelity, because
Fidelity puts restrictions on its Username field and seems to want
something bogus, for security purposes. I have no idea which fields in
the wizard correspond to the password.
I contacted Fidelity, and they have no idea how the fields map.
Can someone please help?
Thanks.
Marsh
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