US Bank transactions

[bvzastrow]

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]

US Bank appears to have an OFX server, at least for the banking side:

[Mark]

Hi bvzastrow,

Fund Manager only supports "Investment" type OFX interfaces, and not "Banking". The US Bank interface is a "Banking" interface.

[bvzastrow]

OK, thanks Mark.