Fidelity Online

[Joseph Rovero]

On 5/28/2015 11:58 PM, Joseph Rovero wrote:
> Has anyone been successful setting up online banking to fidelity.com? 
> I can get my accounts set up but can not get trans actions or balance 
> to  download. Log shows:
> Receiving response...
> HTTP-Status: 400 (Bad Request)
> Error parsing server response
>
> I've tried everything I could think of but have never got OFX to work.
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Got It To work With The Following Settings:



For User Settings 	Values
User Name 	same as user ID
User ID 	what ever your user ID is
Client ID 	Account Number

	
For Bank Settings 	
Bank Name 	Fidelity Investments
Broker ID 	fidelity.com
FID 	7776
ORG 	fidelity.com
Server URL 	https://ofx.fidelity.com/ftgw/OFX/clients/download

	
Application Settings 	
Application ID 	QWIN
Application Version 	2300
Header Version 	102
Special Setting 	
Security 	None (value may not stick)

	
Account Settings 	
Account Info 	
Accont Number 	The account number that you want to use
Account Name 	What name your gave your account
Owner Name 	Owner of account (probably yourself)
Curreny 	I use usd (us dollars)
Account Type 	Investment

	
Bank Info 	
Country 	United States of America
Bank Code 	fidelity.com
Bank Name 	fidelity.com
Selected User 	this should be shown with the drop down arrow