Fidelity Net Benefits

Discussion in 'Quicken' started by Joe-Bob Rutkowski, Jun 23, 2004.

  1. 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
     
    Joe-Bob Rutkowski, Jun 23, 2004
    #1
    1. Advertisements

  2. "Joe-Bob Rutkowski" <> wrote in message
    news:...
    > 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.
     
    Robert not Roberto, Jun 24, 2004
    #2
    1. Advertisements

  3. Joe-Bob Rutkowski

    Ron Spruell Guest

    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
     
    Ron Spruell, Jun 25, 2004
    #3
  4. Joe-Bob Rutkowski

    Rich R Guest

    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" <> 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
     
    Rich R, Jun 25, 2004
    #4
  5. My 403b download from NetBenefits is working fine. I don't have a 457
    though....

    Regards,

    Margaret

    "Rich R" <> wrote in message
    news:...
    > 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" <> 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

    >
    >
     
    Margaret Wilson, Jun 25, 2004
    #5
  6. Joe-Bob Rutkowski

    Rich R Guest

    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" <> wrote in message
    news:...
    > My 403b download from NetBenefits is working fine. I don't have a 457
    > though....
    >
    > Regards,
    >
    > Margaret
    >
    > "Rich R" <> wrote in message
    > news:...
    > > 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" <> 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

    > >
    > >

    >
    >
     
    Rich R, Jun 25, 2004
    #6
  7. Joe-Bob Rutkowski

    mrmarty Guest

    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" <> wrote in message
    > news:...
    >
    >>My 403b download from NetBenefits is working fine. I don't have a 457
    >>though....
    >>
    >>Regards,
    >>
    >>Margaret
    >>
    >>"Rich R" <> wrote in message
    >>news:...
    >>
    >>>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" <> 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
     
    mrmarty, Jun 26, 2004
    #7
  8. Joe-Bob Rutkowski

    Guest

    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" <> wrote in message
    > > news:...
    > >
    > >>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
     
    , Jan 1, 2005
    #8
  9. Joe-Bob Rutkowski

    Guest

    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" <> wrote in message
    > > > news:...
    > > >
    > > >>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.
     
    , Feb 19, 2005
    #9
    1. Advertisements

Want to reply to this thread or ask your own question?

It takes just 2 minutes to sign up (and it's free!). Just click the sign up button to choose a username and then you can ask your own questions on the forum.
Similar Threads
  1. Alex William Russell
    Replies:
    0
    Views:
    503
    Alex William Russell
    Jun 22, 2004
  2. Si

    Incapacity Benefits.......err.........Benefits!!

    Si, Aug 19, 2003, in forum: UK Tax Credits and Benefits
    Replies:
    18
    Views:
    696
    Pat Winstanley
    Oct 5, 2003
  3. Joe-Bob Rutkowski

    Fidelity Net Benefits

    Joe-Bob Rutkowski, Jun 23, 2004, in forum: Quicken
    Replies:
    0
    Views:
    312
    Joe-Bob Rutkowski
    Jun 23, 2004
  4. Andrew
    Replies:
    6
    Views:
    398
    Andrew
    Oct 3, 2008
  5. Andrew
    Replies:
    1
    Views:
    561
    Andrew
    Oct 12, 2011
Loading...

Share This Page