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Schwab Password

Questions about updating prices or transactions in Fund Manager

Postby Clark » Tue Jul 05, 2022 8:18 am

Hi Mark

I periodically change my Schwab password. With Schwab using the new FDX server will a password change have any impact on my ability to download transactions from Schwab into Fund Manager?

Thanks for the help.

Clark
Clark
 
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Postby Mark » Tue Jul 05, 2022 12:20 pm

Hi Clark,

I’m not sure actually, but my guess is that it will not affect your connection from Fund Manager. Changing your password shouldn’t change the Access Code for the FDX server. They are different.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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