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Schwab Upgrade

Questions about updating prices or transactions in Fund Manager
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Postby crawfordn » Wed Jan 23, 2008 1:56 pm

Mark,
I just received notice from Schwab that they are upgrading their daily file delivery to include more and better info, effective 2/7/08. Will this be a problem or are you, as you usually are, on top of this. Rick
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Postby Mark » Wed Jan 23, 2008 2:38 pm

Hi Rick,

Are you referring to the SchwabLink files? I am not aware of this change, but will contact Schwab to see what I can learn.
Thanks,
Mark
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Postby Mark » Wed Jan 23, 2008 3:11 pm

Hi Rick,

I heard back from my contact at Schwab. The file format will not be changing, only the source of the files will be changing. This is something they are phasing in for all of their clients. There should be no impact on your ability to import these files into Fund Manager.
Thanks,
Mark
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Postby crawfordn » Wed Jan 23, 2008 6:33 pm

Thanks Mark for the prompt reply. Rick
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