Schwab

[suebrooks39887]

I installed the latest 2024 version. I clicked on Retrieve - Internet Yahoo. Is the ability to retrieve from Schwab on the FM personal version, or only professional? I attempted to follow the instructions at https://www.fundmanagersoftware.com/faq ... ersion.php but Schwab is not listed under the Import Transactions dropdown.

[Mark]

Hi suebrooks39887,

The ability to retrieve transactions from Schwab is in all versions. It is listed as "Charles Schwab - NEW", so look near the "C"s in the list. It isn't listed as "Schwab", and they are all sorted alphabetically.

[suebrooks39887]

Thanks. I knew to look under C but I didn't go deep enough into the Retrieve Transaction box.