John Hancock Retirement Plan Services - trans retrieval?

[B2B_Investing]

Hi Mark,

Work just changed the 401(k) provider to John Hancock Retirement Plan Services and I do not see it in the list of institutions supported for transaction retrieval; any chance it is on the road map? (Not sure there is a great loss since the previous provider was also not supported but I would really prefer to avoid manual data entry)

Thanks for the consideration.

Jason

[Mark]

Hi Jason,

We will add support for anyone that makes available the required "Open Financial Exchange" server. See this for more info:

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

John Hancock Retirement does not offer this interface.