LPL Financial

[fmtg01]

Just opened an account with LPL Financial - a broker whom I understand is getting pretty big. Have not found a way to do a direct retrieve from them and was wondering if I'm missing something or whether I'll need to continue doing the OFX download from their site and then import it. Thanks

[Mark]

Hi fmtg01,

I'm not aware of them offering the required "OFX Server". We support all brokers that offer an OFX server. You might contact LPL Financial and ask them about this. If they make one available, we will add support for it.

Please see:

http://www.fundmanagersoftware.com/faq_ ... upport.php