Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Willim Blair Transaction Retrieve

Questions about updating prices or transactions in Fund Manager
Post a reply

Postby trader1 » Fri Nov 17, 2023 9:42 am

I was wondering if it is possible to add William Blair to the Supported Brokers and Fund Companies for transaction downloads and reconciliation options.
trader1
 
Posts: 9
Joined: Thu Jan 08, 2009 9:53 am
Top

Postby Mark » Fri Nov 17, 2023 12:57 pm

Hi trader1,

I took a look, and wasn't able to determine how to connect to their OFX server. Do you have a contact at William Blair that could maybe help us with this?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11595
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ
Top
Post a reply

Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 11 guests

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