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: