Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Account Sync Request: M1 Finance ?

General questions about using Fund Manager that do not fit into any other forum.

Postby pistasheo » Sun Feb 05, 2023 10:00 pm

Any possibility of adding syncage for M1 Finance? I'm not a member of them yet, can't vouch for them or anything, but it looks like a decent online brokerage with somewhat automated investing/balancing.

Thanks
pistasheo
 
Posts: 1
Joined: Sun Feb 05, 2023 9:57 pm

Postby Mark » Mon Feb 06, 2023 9:44 am

Hi pistasheo,

If they offer an OFX server for access to customer accounts, we will add them. I am not aware that they offer this though. For more on this, please read:

https://www.fundmanagersoftware.com/faq ... upport.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11578
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 21 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.