ascensus

[aurora]

Our multi participant SEP plan was transferred from Vanguard to Ascensus. I don't see Ascensus on the list of brokerages that we may currently download from. Will you be adding support for Ascensus? Complicating matters is they do not appear to be assigning account numbers to the individual participants. The only information provided was a plan ID but that is applicable to all the participants in the plan.

[Mark]

Hello aurora,

We support all brokers that offer the required OFX server. Please see this:

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

[aurora]

Hi Mark-I spoke with them. They do not offer an OFX server and have no plans to do so in the near future. What a bummer! Wish we had transferred the account before it went to Ascensus.