You Need A Budget incident

Fidelity: Connection Issues

Minor Resolved View vendor source →

You Need A Budget experienced a minor incident on October 30, 2025 affecting MX, lasting 76d 2h. The incident has been resolved; the full update timeline is below.

Started
Oct 30, 2025, 06:15 PM UTC
Resolved
Jan 14, 2026, 09:09 PM UTC
Duration
76d 2h
Detected by Pingoru
Oct 30, 2025, 06:15 PM UTC

Affected components

MX

Update timeline

  1. identified Oct 30, 2025, 06:15 PM UTC

    Our import provider is aware of an issue impacting Fidelity connections. They've identified the issue’s cause and are working with Fidelity. You can continue to use our other transaction entry methods to keep your accounts up to date. ⚠️Investment account holders (including Cash Management account): Please note that we expect these to have issues connecting or import incorrectly. See "I'm having trouble with my investment or loan account" for further information.

  2. identified Nov 06, 2025, 07:23 PM UTC

    Issues persist while our import provider continues to work on a resolution, but we are seeing *some* improvement in connection stats. We suggest refreshing the bank connection occasionally, as this may help you get reconnected before the incident is officially resolved!

  3. resolved Jan 14, 2026, 09:09 PM UTC

    Unfortunately, this issue with Fidelity Investments is proving to be more complex to resolve than anticipated. It is now considered a long-term issue. While work will continue to be done behind the scenes to restore the connection, we'll be retiring this from our Status Page to keep the information here as fresh and relevant as possible. We'll post a final update here once it's resolved. In the meantime, we recommend trying to connect every few weeks just in case our providers release a fix before we're notified.

  4. postmortem May 12, 2026, 09:21 PM UTC

    We have some good news to share! Our import provider has upgraded Fidelity to a direct, OAuth connection, so we are now resolving the long-standing incident. Please keep in mind we still can’t troubleshoot connection or data quality issues with **investment-based** accounts, like Cash Management accounts \(CMAs\). You can find more info on that [here](https://support.ynab.com/en_us/im-having-trouble-with-my-investment-or-loan-account-SJAyeIpwll). If you have any other questions, please feel free to reach out to us at [email protected]!