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Any way to retrieve transactions from Firstrade

Questions about updating prices or transactions in Fund Manager
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Postby jc76fundman » Sat Oct 31, 2020 12:48 pm

Is there any way to retrieve transactions from Firstrade (https://www.firstrade.com) brokerage?

There is not an obvious choice in the From combo box in Transaction Retrieve Settings.
jc76fundman
 
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Postby Mark » Sat Oct 31, 2020 2:00 pm

Hi,

Sorry, no, we're not aware that they offer the required OFX server in order to retrieve transactions. For more on this, see this:

https://www.fundmanagersoftware.com/faq ... upport.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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