Thrivent

[oyz79]

Any plans to add Thrivent Financial online price retrieval in the Portfolio Wizard?

[Mark]

Hi oyz79,

Are you asking about adding them to the list for transaction/position retrieval, or price retrieve? I assume transaction/position. I don't believe they offer the required Open Financial eXchange (OFX) server needed for Fund Manager to communicate with them. See:

https://www.fundmanagersoftware.com/faq ... upport.php

[oyz79]

I have been able to link / import into Schwab (they have a 3rd party portfolio import function). This leads to believe it could be possible with Fund Manager?

[Mark]

Hi oyz79,

I'm not aware of Thrivent offering an OFX server, and they aren't listed in Quicken either. I'm not sure how Schwab is linking with them. If you go to Thrivent, and look up instructions for importing into Quicken that might give some insight.