Add New Financial Institution

[marcal]

Hi Mark,
I'm hoping you might one day be able to add Lincoln Financial Group to the list of available transaction retrieve institutions. I am able to manually download transactions from them in a qfx file and it works perfectly in FM. The cust. service rep at Lincoln said he knew of people accessing them with MInt software but he wasn't able to give any specific url's. My Fidelity account web site has the ability to show me overviews from other institutions and has several Lincolns listed as available.
However it appears that the Lincoln servers changed url's recently. Fidelity is looking into updating their links.
Here is the url for the initial login.
https://www.lfg.com/LincolnPageServer?L ... index.html
On this first page I have to select what type of account I have and enter User name, then it takes me to a second page and I have to log in again. (in my case I select employer retirement plan)
Second login url:
https://hub2.lfg.com/oaam_server/oamLog ... ionServlet

Lincoln customer service phone is 800-234-3500.
That's about all the info I have for you.
Hope to see it in your list someday.
Thanks,
Marcal

[Mark]

Hi Marcal,

We will add support for any broker that offers the required Open Financial Exchange (OFX) server. Lincoln Financial Group does not make one available. Those links you provided are to their web site, this is a different type of server. I would suggest providing feedback to Lincoln Financial that you would like this capability be made available for your accounts. If they provide an OFX server, we will add support for them. For some more details on this, see:

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

[marcal]

Judging from your quick response you were already familiar with Lincoln financial's services. I had gotten the impression (perhaps mistakenly) that they had just recently added OFX server capabilities. I do know the ability to download a qfx file is very recent. But, I'm sure you know more about it than I.
Thanks anyway.
Marcal