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Linking to Selftrade (UK online broker)

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

Postby Rix » Thu Jan 14, 2010 7:09 am

I am trialling Fund Manager (with a view to purchase) and see that it includes the facility to link to an online broker to retrieve current data.
I use a UK broker called Selftrade (www.selftrade.co.uk) but they do not appear in the list.
Any plans to include them?
Thanks
Rix
Rix
 
Posts: 5
Joined: Wed Jan 13, 2010 9:46 am

Postby Mark » Thu Jan 14, 2010 11:46 am

Hi Rix,

We'd be happy to support any broker that makes the required OFX server available. Please see:

http://www.fundmanagersoftware.com/faq_ ... upport.php

You may want to contact your broker, and ask them if/when they will be making an OFX server available to their customers.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Rix » Fri Jan 15, 2010 1:54 am

Mark
Thanks for the explanation - I have passed the message on.
Rix
Rix
 
Posts: 5
Joined: Wed Jan 13, 2010 9:46 am

Postby Rix » Mon Jan 18, 2010 8:23 am

Here is the reply I received from Selftrade.
Any other Selftrade customers using FM?
----------------------
Dear Mr X
Thank you for your message.
Unfortunately we do not currently have any plans to support OFX.
I have passed your feedback on to Senior Management, and should we start to support OFX we will write to you.
Should you require any further information please do not hesitate to contact us.
Kind Regards,
Txx
Selftrade Customer Services
Rix
 
Posts: 5
Joined: Wed Jan 13, 2010 9:46 am

Postby Mark » Mon Jan 18, 2010 8:47 am

Hi Rix,

Thanks for the follow-up. I'm not aware of anyone else using this broker, but that doesn't mean much...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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