Unable to update to Schwab - New

[Tamril]

I've been a bit pre--occupied with other items for the last month or so, and am just now getting to the point of trying to update to the new Schwab data format. Unfortunately, I can't follow the instructions, because I can't find a "Schwab - New" entry in the broker list. What am I doing wrong?

Version 2018.15.5.100
Quote module 564
Transaction module 251

Thanks

[Mark]

Hi Tamril,

The new "Charles Schwab - New" broker interface is only available in Fund Manager 2020 or later. This required a major update to support the FDX interface, and it was only added into the 2020 versions. Instructions are here:

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