Transition to Altruist

[ASU]

Our custodian is transition from Pershing to Altruist at the end of the month. I've been uploading info direct files into Fm for years (which is terrible compared to downloading them from the custodian like I do with my Fidelity accounts). I do not see Altruist as an option for downloading transactions and they do not have any sort of importable files that I can see.

Am I missing something? Is access to Altruist something that can happen?

[Mark]

Hi ASU,

I can't find any details on Altruist offering an investment OFX interface for us to add support for. If you have a contact there that would be able to talk to us about this, I'd be glad to talk to someone from there, and see what can be done.