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QP2007, Fidelity NetBenefits and One-Step Update

 

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Subject Author Date
QP2007, Fidelity NetBenefits and One-Step Update Margaret Wilson 08-03-2006
Posted by Margaret Wilson on August 3, 2006, 12:40 am
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Well tonight I downloaded and upgraded to QP2007 from QP2006. All looks
pretty good, except I just noticed that Fidelity NetBenefits no longer
appears in my list of financial institutions during one-step update.
All other bank, CC and even a Roth IRA account at Vanguard work as
usual. I checked in the online settings for my Fidelity 403b account
(direct downloads worked fine before upgrade), and everything looks
fine. When I try to update that one account, however, no financial
institution shows in the list. (It does for my other accounts when I
update them individually.) So I looked in the Online Center, and sure
enough, Fidelity NetBenefits is in the list. But when I try to update
from there, it says I have no active Internet connection. (I do, can
ping remote hosts, access web pages, update my other accounts, etc.) I
looked in the list of supported financial institutions, and sure enough
Fidelity NetBenefits is still there. As a last resort, I deactivated
online access for this account. But when I try to reactivate it, it
tells me that my financial institution is not supported!

Any idea what's happened between QP2006 and QP2007 in a couple hours ...
re this phenomenon? I just updated all my accounts prior to backing up,
validating and creating another backup, and then finally installing
QP2007 (which automatically removes QP2006). I even made an image using
True Image 9.0 prior to upgrading to QP2007, so I can easily roll back.
But I'd rather not....

Thanks and Regards,

Margaret

Posted by Margaret Wilson on August 3, 2006, 12:52 am
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OK, problem solved. Instead of trying to reactivate One-Step Update for
my Fidelity NetBenefits account, I just went into the register and
clicked "Update Transactions." Here, it simply prompted me for my
customer ID and password twice, as it normally would when reactivating
one-step update for an account. Anyway, it worked. Of course, I had to
then edit my PIN Vault to save the password, and all seems fine.
Fortunately the deactivate/reactivate process did not cause a download
of a ton of old transactions (as has happened to me with other accounts
in the past). Anyway, a heads up in case anyone else sees this issue.

Regards,

Margaret

Posted by Andrew on August 3, 2006, 8:09 am
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Margaret Wilson wrote:
> OK, problem solved. Instead of trying to reactivate One-Step Update
> for my Fidelity NetBenefits account, I just went into the register and
> clicked "Update Transactions." Here, it simply prompted me for my
> customer ID and password twice, as it normally would when reactivating
> one-step update for an account. Anyway, it worked. Of course, I had
> to then edit my PIN Vault to save the password, and all seems fine.
> Fortunately the deactivate/reactivate process did not cause a download
> of a ton of old transactions (as has happened to me with other
> accounts in the past). Anyway, a heads up in case anyone else sees
> this issue.
> Regards,
>
> Margaret


Thanks for posting your fix! Always nice to let people know how one fixed a
problem in case one is searching the NG for a similar situation down the
line.
--
-------------------------------------------------------------
Regards -

- Andrew



Posted by Margaret Wilson on August 3, 2006, 8:57 pm
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Andrew wrote:
> Margaret Wilson wrote:
>> OK, problem solved. Instead of trying to reactivate One-Step Update
>> for my Fidelity NetBenefits account, I just went into the register and
>> clicked "Update Transactions." Here, it simply prompted me for my
>> customer ID and password twice, as it normally would when reactivating
>> one-step update for an account. Anyway, it worked. Of course, I had
>> to then edit my PIN Vault to save the password, and all seems fine.
>> Fortunately the deactivate/reactivate process did not cause a download
>> of a ton of old transactions (as has happened to me with other
>> accounts in the past). Anyway, a heads up in case anyone else sees
>> this issue.
>> Regards,
>>
>> Margaret
>
>
> Thanks for posting your fix! Always nice to let people know how one fixed a
> problem in case one is searching the NG for a similar situation down the
> line.

Y'welcome, Andrew. Sometimes I think taking the time to post re a
problem actually helps me to solve it myself. Must be my subconscious
working through the problem as I type about it. ;-) Of course, it's
great to have help from others those times my pea brain can't figure it
out on its own. ;-)

Regards,

Margaret

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