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US Bank transactions

Questions about updating prices or transactions in Fund Manager
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Postby bvzastrow » Tue Feb 01, 2022 12:37 am

Hi Mark,

I have a client who just moved her investments from Vanguard to US Bank investments. I don't see US Bank specifically in the "transaction retrieve" settings drop-down box. Is there any way I can connect to US Bank to download transactions into FM? Thanks.
bvzastrow
 
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Postby bvzastrow » Tue Feb 01, 2022 1:04 am

US Bank appears to have an OFX server, at least for the banking side:
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bvzastrow
 
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Postby Mark » Tue Feb 01, 2022 10:02 am

Hi bvzastrow,

Fund Manager only supports "Investment" type OFX interfaces, and not "Banking". The US Bank interface is a "Banking" interface.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby bvzastrow » Wed Feb 02, 2022 4:33 am

OK, thanks Mark.
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