Tiaa-CREF data

[jbs01]

Is there anyway to get Tiaa-CREF prices and transaction automatically or must all data be entered manually?

[Mark]

Hi jbs01,

You can get prices by retrieving from the internet, as long as your holdings are anything listed on one of our supported quote servers:

Quote Servers

It seems Tiaa-Cref now does have an OFX server. We will attempt to add support for this broker. Please check back shortly by using "Help / Fund Manager on the Web / Check for Updates...". I'll post back here after this is done.

[Mark]

Hi jbs01,

Version 127 of the transaction retrieve module is now available, and support has been added for TIAA-CREF Brokerage Services. From within Fund Manager select "Help / FM on the Web / Check for Updates..." and say "Yes" when prompted to download the updated transaction retrieve module.