Fidelity Netbenefits account activation
in [Quicken]
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From: James A. Crittenden on 2 Mar 2006 10:45 When I attempt online activation of my Fidelity Netbenefits 401k account using the username and password which I have established for access via their web page, a good deal of connectivity occurs (e.g. '... downloading fi information ...') then I get a final message box: Quicken could not complete your request. Please try again later. I called Fidelity customer service, who verified that my account is set up with the online statement option and the required e-mail address is present. However, they said, my employer has not set up the account to allow for downloading account activity. Our senior HR person responsible for fidelity 401k accounts has informed me that he doesn't know what they are talking about. Has anybody else seen this symptom (Quicken 2005 Premier)? Lots of people download from netbenefits, as far as I can tell, so I don't expect there to be any special complication. Does anyone know what it is that the employer might have to do to allow downloading account activity from netbenefits? thanks, jim
From: Mike on 2 Mar 2006 12:47 James A. Crittenden wrote: > When I attempt online activation of my Fidelity Netbenefits > 401k account using the username and password which I > have established for access via their web page, a good deal of > connectivity occurs (e.g. '... downloading fi information ...') > then I get a final message box: > Quicken could not complete your request. Please try again later. > > I called Fidelity customer service, who verified that my > account is set up with the online statement option and the > required e-mail address is present. However, they said, > my employer has not set up the account to allow for > downloading account activity. > > Our senior HR person responsible for fidelity 401k accounts > has informed me that he doesn't know what they are talking > about. > > Has anybody else seen this symptom (Quicken 2005 Premier)? > Lots of people download from netbenefits, as far as I > can tell, so I don't expect there to be any special > complication. Does anyone know what it is that the > employer might have to do to allow downloading > account activity from netbenefits? > > thanks, jim I'm in the same boat as you. It seems that the online download is a feature Fidelity offers. If the Employer doesn't order that feature, you don't get to download.
From: AlanH220 on 2 Mar 2006 21:19 Speaking as the plan sponsor of a reasonably large Fidelity 401(k) and non-qualified plan - the answer is easy - Get your benefits dept head to call the Fidelity client relationship manager and ask that Money/Quicken downloading features be switched "on" right away... Your senior HR person sounds like a doofus - ask him/her when the last time was that they logged into NetBenefits and looked at the "History" screen? (You'll see the prompt for Money/Quicken accounts...) It literally is a system "switch" and requires one overnight processing cycle to become effective. But Fidelity can't do it without specific direction from the client (i.e. your employer).... I'd guess Cornell's plan is in Fidelity's "Large Plan Services" or LPS group.... this is where the huge plans are, and service levels are highest - I have to believe this is something Fidelity would jump all over - but your benefits group has to ask for it. If you don't get action, look up who sits on the oversight committee for the Plan, and contact some of the members (typically Treasurer, Controller etc.) - that usually gets HR's lead out. Alan in Hoboken "James A. Crittenden" <critten(a)lns.cornell.edu> wrote in message news:44071318.8050100(a)lns.cornell.edu... > > When I attempt online activation of my Fidelity Netbenefits > 401k account using the username and password which I > have established for access via their web page, a good deal of > connectivity occurs (e.g. '... downloading fi information ...') > then I get a final message box: > Quicken could not complete your request. Please try again later. > > I called Fidelity customer service, who verified that my > account is set up with the online statement option and the > required e-mail address is present. However, they said, > my employer has not set up the account to allow for > downloading account activity. > > Our senior HR person responsible for fidelity 401k accounts > has informed me that he doesn't know what they are talking > about. > > Has anybody else seen this symptom (Quicken 2005 Premier)? > Lots of people download from netbenefits, as far as I > can tell, so I don't expect there to be any special > complication. Does anyone know what it is that the > employer might have to do to allow downloading > account activity from netbenefits? > > thanks, jim >
From: James A. Crittenden on 3 Mar 2006 11:30 Thanks, Alan. I thought it had to be something like this. I wonder if it could really be true that I am the first Cornell employee to request this. When I log in to www.fidelity.com/atwork, I do not see a prompt for Money/Quicken accounts on the history screen. Will the HR person see something different? Supposing I succeed in getting HR to throw this switch, should I expect only future transactions to be downloadable, or might all past transaction be accessible as well. Or perhaps only those back to some earlier date? I am baffled as to why there should be any resistance from HR on this. They do allow transaction downloading from their TIAA-CREF accounts. -- jim AlanH220 wrote: > Speaking as the plan sponsor of a reasonably large Fidelity 401(k) and > non-qualified plan - the answer is easy - > > Get your benefits dept head to call the Fidelity client relationship manager > and ask that Money/Quicken downloading features be switched "on" right > away... > > Your senior HR person sounds like a doofus - ask him/her when the last time > was that they logged into NetBenefits and looked at the "History" screen? > (You'll see the prompt for Money/Quicken accounts...) > > It literally is a system "switch" and requires one overnight processing > cycle to become effective. But Fidelity can't do it without specific > direction from the client (i.e. your employer).... > > I'd guess Cornell's plan is in Fidelity's "Large Plan Services" or LPS > group.... this is where the huge plans are, and service levels are highest - > I have to believe this is something Fidelity would jump all over - but your > benefits group has to ask for it. If you don't get action, look up who sits > on the oversight committee for the Plan, and contact some of the members > (typically Treasurer, Controller etc.) - that usually gets HR's lead out. > > Alan in Hoboken > > "James A. Crittenden" <critten(a)lns.cornell.edu> wrote in message > news:44071318.8050100(a)lns.cornell.edu... > >>When I attempt online activation of my Fidelity Netbenefits >>401k account using the username and password which I >>have established for access via their web page, a good deal of >>connectivity occurs (e.g. '... downloading fi information ...') >>then I get a final message box: >>Quicken could not complete your request. Please try again later. >> >>I called Fidelity customer service, who verified that my >>account is set up with the online statement option and the >>required e-mail address is present. However, they said, >>my employer has not set up the account to allow for >>downloading account activity. >> >>Our senior HR person responsible for fidelity 401k accounts >>has informed me that he doesn't know what they are talking >>about. >> >>Has anybody else seen this symptom (Quicken 2005 Premier)? >>Lots of people download from netbenefits, as far as I >>can tell, so I don't expect there to be any special >>complication. Does anyone know what it is that the >>employer might have to do to allow downloading >>account activity from netbenefits? >> >>thanks, jim >> > > >
From: Mike on 3 Mar 2006 11:31 Alan, Thank you! I had the impression from the HR dept that it was a cost feature and that it was helpiing hold down costs not to turn it on. I'm back on this again! Your post is much appreciated. MikeB AlanH220 wrote: > Speaking as the plan sponsor of a reasonably large Fidelity 401(k) and > non-qualified plan - the answer is easy - > > Get your benefits dept head to call the Fidelity client relationship manager > and ask that Money/Quicken downloading features be switched "on" right > away... > > Your senior HR person sounds like a doofus - ask him/her when the last time > was that they logged into NetBenefits and looked at the "History" screen? > (You'll see the prompt for Money/Quicken accounts...) > > It literally is a system "switch" and requires one overnight processing > cycle to become effective. But Fidelity can't do it without specific > direction from the client (i.e. your employer).... > > I'd guess Cornell's plan is in Fidelity's "Large Plan Services" or LPS > group.... this is where the huge plans are, and service levels are highest - > I have to believe this is something Fidelity would jump all over - but your > benefits group has to ask for it. If you don't get action, look up who sits > on the oversight committee for the Plan, and contact some of the members > (typically Treasurer, Controller etc.) - that usually gets HR's lead out. > > Alan in Hoboken > > "James A. Crittenden" <critten(a)lns.cornell.edu> wrote in message > news:44071318.8050100(a)lns.cornell.edu... > > > > When I attempt online activation of my Fidelity Netbenefits > > 401k account using the username and password which I > > have established for access via their web page, a good deal of > > connectivity occurs (e.g. '... downloading fi information ...') > > then I get a final message box: > > Quicken could not complete your request. Please try again later. > > > > I called Fidelity customer service, who verified that my > > account is set up with the online statement option and the > > required e-mail address is present. However, they said, > > my employer has not set up the account to allow for > > downloading account activity. > > > > Our senior HR person responsible for fidelity 401k accounts > > has informed me that he doesn't know what they are talking > > about. > > > > Has anybody else seen this symptom (Quicken 2005 Premier)? > > Lots of people download from netbenefits, as far as I > > can tell, so I don't expect there to be any special > > complication. Does anyone know what it is that the > > employer might have to do to allow downloading > > account activity from netbenefits? > > > > thanks, jim > >
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