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Fidelity Net Benefits

 
 
Joe-Bob Rutkowski
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      06-23-2004, 03:11 AM
Has anyone successfully set up two accounts for Fidelity's Net
Benefits service? Both my wife and I have accounts with Fidelity and
after successfully setting up hers, I get the following error when
setting up mine:

Quicken could not process your request because all accounts which use
this customer ID at this financial institution have already been
activated.

Any thoughts?

Joe-Bob
 
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Robert not Roberto
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      06-24-2004, 03:06 PM

"Joe-Bob Rutkowski" <(E-Mail Removed)> wrote in message
news:(E-Mail Removed)...
> Has anyone successfully set up two accounts for Fidelity's Net
> Benefits service? Both my wife and I have accounts with Fidelity and
> after successfully setting up hers, I get the following error when
> setting up mine:
>
> Quicken could not process your request because all accounts which use
> this customer ID at this financial institution have already been
> activated.
>
> Any thoughts?



Try calling Fidelity. They are generally very helpful.


 
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Ron Spruell
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      06-25-2004, 01:59 AM
Joe-Bob Rutkowski wrote:
Set up a new account and try again. If that works, then delete all
references to Net Benefits and set it up again. I had a similar problem.

Ron




> Has anyone successfully set up two accounts for Fidelity's Net
> Benefits service? Both my wife and I have accounts with Fidelity and
> after successfully setting up hers, I get the following error when
> setting up mine:
>
> Quicken could not process your request because all accounts which use
> this customer ID at this financial institution have already been
> activated.
>
> Any thoughts?
>
> Joe-Bob

 
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Rich R
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      06-25-2004, 12:21 PM
When I set up my Netbenifit account, Quicken grays out the download button.
I did talk to Fidelity who said I couldn't download and that they are
working on it. I have a 403b plan and a 457 plan with them.
Does someone have such a plan with Fidelity that can download transactions?

"Ron Spruell" <(E-Mail Removed)> wrote in message
news:%GLCc.2487$mN3.1599@lakeread06...
> Joe-Bob Rutkowski wrote:
> Set up a new account and try again. If that works, then delete all
> references to Net Benefits and set it up again. I had a similar problem.
>
> Ron
>
>
>
>
> > Has anyone successfully set up two accounts for Fidelity's Net
> > Benefits service? Both my wife and I have accounts with Fidelity and
> > after successfully setting up hers, I get the following error when
> > setting up mine:
> >
> > Quicken could not process your request because all accounts which use
> > this customer ID at this financial institution have already been
> > activated.
> >
> > Any thoughts?
> >
> > Joe-Bob



 
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Margaret Wilson
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      06-25-2004, 01:45 PM
My 403b download from NetBenefits is working fine. I don't have a 457
though....

Regards,

Margaret

"Rich R" <(E-Mail Removed)> wrote in message
news:(E-Mail Removed)...
> When I set up my Netbenifit account, Quicken grays out the download

button.
> I did talk to Fidelity who said I couldn't download and that they are
> working on it. I have a 403b plan and a 457 plan with them.
> Does someone have such a plan with Fidelity that can download

transactions?
>
> "Ron Spruell" <(E-Mail Removed)> wrote in message
> news:%GLCc.2487$mN3.1599@lakeread06...
> > Joe-Bob Rutkowski wrote:
> > Set up a new account and try again. If that works, then delete all
> > references to Net Benefits and set it up again. I had a similar

problem.
> >
> > Ron
> >
> >
> >
> >
> > > Has anyone successfully set up two accounts for Fidelity's Net
> > > Benefits service? Both my wife and I have accounts with Fidelity and
> > > after successfully setting up hers, I get the following error when
> > > setting up mine:
> > >
> > > Quicken could not process your request because all accounts which use
> > > this customer ID at this financial institution have already been
> > > activated.
> > >
> > > Any thoughts?
> > >
> > > Joe-Bob

>
>



 
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Rich R
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      06-25-2004, 05:00 PM
Thanks,

For the life of me I cant this to work. I ever set up a new account and
tried it. Time to call Fidelity
"Margaret Wilson" <(E-Mail Removed)> wrote in message
news:(E-Mail Removed)...
> My 403b download from NetBenefits is working fine. I don't have a 457
> though....
>
> Regards,
>
> Margaret
>
> "Rich R" <(E-Mail Removed)> wrote in message
> news:(E-Mail Removed)...
> > When I set up my Netbenifit account, Quicken grays out the download

> button.
> > I did talk to Fidelity who said I couldn't download and that they are
> > working on it. I have a 403b plan and a 457 plan with them.
> > Does someone have such a plan with Fidelity that can download

> transactions?
> >
> > "Ron Spruell" <(E-Mail Removed)> wrote in message
> > news:%GLCc.2487$mN3.1599@lakeread06...
> > > Joe-Bob Rutkowski wrote:
> > > Set up a new account and try again. If that works, then delete all
> > > references to Net Benefits and set it up again. I had a similar

> problem.
> > >
> > > Ron
> > >
> > >
> > >
> > >
> > > > Has anyone successfully set up two accounts for Fidelity's Net
> > > > Benefits service? Both my wife and I have accounts with Fidelity

and
> > > > after successfully setting up hers, I get the following error when
> > > > setting up mine:
> > > >
> > > > Quicken could not process your request because all accounts which

use
> > > > this customer ID at this financial institution have already been
> > > > activated.
> > > >
> > > > Any thoughts?
> > > >
> > > > Joe-Bob

> >
> >

>
>



 
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mrmarty
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      06-26-2004, 01:08 AM
Rich R wrote:
> Thanks,
>
> For the life of me I cant this to work. I ever set up a new account and
> tried it. Time to call Fidelity
> "Margaret Wilson" <(E-Mail Removed)> wrote in message
> news:(E-Mail Removed)...
>
>>My 403b download from NetBenefits is working fine. I don't have a 457
>>though....
>>
>>Regards,
>>
>>Margaret
>>
>>"Rich R" <(E-Mail Removed)> wrote in message
>>news:(E-Mail Removed)...
>>
>>>When I set up my Netbenifit account, Quicken grays out the download

>>
>>button.
>>
>>>I did talk to Fidelity who said I couldn't download and that they are
>>>working on it. I have a 403b plan and a 457 plan with them.
>>>Does someone have such a plan with Fidelity that can download

>>
>>transactions?
>>
>>>"Ron Spruell" <(E-Mail Removed)> wrote in message
>>>news:%GLCc.2487$mN3.1599@lakeread06...
>>>
>>>>Joe-Bob Rutkowski wrote:
>>>>Set up a new account and try again. If that works, then delete all
>>>>references to Net Benefits and set it up again. I had a similar

>>
>>problem.
>>
>>>>Ron
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>>Has anyone successfully set up two accounts for Fidelity's Net
>>>>>Benefits service? Both my wife and I have accounts with Fidelity

>
> and
>
>>>>>after successfully setting up hers, I get the following error when
>>>>>setting up mine:
>>>>>
>>>>>Quicken could not process your request because all accounts which

>
> use
>
>>>>>this customer ID at this financial institution have already been
>>>>>activated.
>>>>>
>>>>>Any thoughts?
>>>>>
>>>>>Joe-Bob
>>>
>>>

>>

>
>

I had the same problem (quicken 2003) both the wife and I have
401k accounts at Fidelity and I could only download transactions for the
first account I setup. (gat the same message you received). I called
fidelity and was told this was a problem with quicken and that were
going to fix but could not tell me when. My question is are you using
2003 or 2004 version of quicken? If 2004 then I won't persue an
upgrade.

Thanks
Marty
 
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jimnl69@hotmail.com
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      01-01-2005, 04:31 PM

mrmarty wrote:
> Rich R wrote:
> > Thanks,
> >
> > For the life of me I cant this to work. I ever set up a new account

and
> > tried it. Time to call Fidelity
> > "Margaret Wilson" <(E-Mail Removed)> wrote in message
> > news:(E-Mail Removed)...
> >
> >>My 403b download from NetBenefits is working fine. I don't have a

457
> >>though....
> >>
> >>Regards,
> >>
> >>Margaret
> >>


.......shortened.........

> >
> >

> I had the same problem (quicken 2003) both the wife and I have
> 401k accounts at Fidelity and I could only download transactions for

the
> first account I setup. (gat the same message you received). I called
> fidelity and was told this was a problem with quicken and that were
> going to fix but could not tell me when. My question is are you

using
> 2003 or 2004 version of quicken? If 2004 then I won't persue an
> upgrade.
>
> Thanks
> Marty



This appears to still be a problem in Quicken 2005. I have to
activate/deactivate online access on my 2 Netbenefits 401k accounts in
order to download the other. Any fix in site? This seems pretty
rediculous as I don't have this problem with any other accounts.

J

 
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waidoan@hotmail.com
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      02-19-2005, 03:59 AM

(E-Mail Removed) wrote:
> mrmarty wrote:
> > Rich R wrote:
> > > Thanks,
> > >
> > > For the life of me I cant this to work. I ever set up a new

account
> and
> > > tried it. Time to call Fidelity
> > > "Margaret Wilson" <(E-Mail Removed)> wrote in message
> > > news:(E-Mail Removed)...
> > >
> > >>My 403b download from NetBenefits is working fine. I don't have

a
> 457
> > >>though....
> > >>
> > >>Regards,
> > >>
> > >>Margaret
> > >>

>
> ......shortened.........
>
> > >
> > >

> > I had the same problem (quicken 2003) both the wife and I have
> > 401k accounts at Fidelity and I could only download transactions

for
> the
> > first account I setup. (gat the same message you received). I

called
> > fidelity and was told this was a problem with quicken and that were
> > going to fix but could not tell me when. My question is are you

> using
> > 2003 or 2004 version of quicken? If 2004 then I won't persue an
> > upgrade.
> >
> > Thanks
> > Marty

>
>
> This appears to still be a problem in Quicken 2005. I have to
> activate/deactivate online access on my 2 Netbenefits 401k accounts

in
> order to download the other. Any fix in site? This seems pretty
> rediculous as I don't have this problem with any other accounts.
>


It was a problem in Quicken 2002, but the error message from that
version made no sense. I finally upgraded because Quicken said that
they will sabotage things so that I can no longer download unless I
upgrade. But in all these years, they fixed nothing. The only
difference is that now, it tells me why it thinks it can't set up my
account.

It works fine with my Fidelity brokerage accounts and my Fidelity IRA
accounts, as well as my non-Fidelity accounts. I think that the
problem here is that for the retirement accounts, my wife's and mine
were with the same company, and the "account number" is the one for the
company 401(k). So even though there's a different ssn for each of us,
there is the same account number. At least that's the only difference
I can see.

The earlier post said it was for the poster and his wife that the
problem occurred. I can have as many Fidelity accounts as I want with
my same SSN, and it's not a problem, and the same is true for my wife.
It's just that we can't have her 401(k) and mine active at the same
time.

If anybody has a fix for this, please post it.

 
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