lumaxis/fidelity-netbenefits

A MoneyMoney extension for Fidelity NetBenefits stock plan accounts

fidelity-netbenefits

A MoneyMoney extension for Fidelity NetBenefits stock plan accounts

Note ⚠️: Due to recent changes in the Fidelity NetBenefits login process, this extension does not currently work!

Prerequesites

ℹ️ This extension makes several assumptions about the format of numbers on the Fidelity NetBenefits website and so far has only been tested with non-US accounts. Make sure your "display currency" is set to a sane currency that uses commas as the decimial separators and dots as thousands separators.

Installation

1. Only the MoneyMoney beta version can run custom extensions.
2. Download fidelity-nb.lua
3. Copy the fidelity-nb.lua file to the MoneyMoney Extensions folder. This can most easily be found by letting the app itself open its Database folder. Extensions is a peer of that folder.
4. Make sure "Verify digital signatures of extensions" is disabled in your MoneyMoney app preferences:
   
5. Select "Fidelity NetBenefits" in the MoneyMoney "Add Account" dialog and enter your Fidelity NetBenefits credentials:
   

fidelity-netbenefits's Issues

"MoneyMoney beta version" does not link to anything

The link to "MoneyMoney beta version" in the README is broken, could you please fix it?

Edit: I guess the most sensible thing to link to is https://moneymoney-app.com/beta/?

Won't update any longer

Lost connection to the server of your bank. It’s probably only a temporary malfunction of the server of your bank. Please try again later or contact the support of your bank for more information.

I'm on the latest version ✌️

We could not find any Fidelity accounts...

Hi all, it looks like the Netbenefits login screen/method has changed somehow, making the script throw an error on line 106.

Download of data from Fidelity is not possible anymore

Trying to download the data from the Fidelity account with netbenefits.lua (version 0.11) does not work anymore since a while.
The software gives the following error message:

"Fidelity is having technical issues or is throttling your logins. Please try again later"

Login credentials have been checked several times and are correct.

Is there a new version of the plug-in available that copes with the problem?

Receiving a script error for some days now

Hello?