Fund Manager
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New Broker for Fund Manager?

General questions about using Fund Manager that do not fit into any other forum.

Postby countrycache » Sat Feb 02, 2013 9:25 am

Any chance you could add Stifel, Nicolaus in St. Louis to brokerages providing account holdings downloads?
countrycache
 
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Postby Mark » Sun Feb 03, 2013 4:37 pm

Hi countrycache,

Thanks for the suggestion. We've just added this into transaction module 174 now available by selecting "Help / Fund Manager on the Web / Check for Updates...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby countrycache » Sun Feb 03, 2013 8:04 pm

Thanks for the quick help! I followed your instructions & it worked fine!
countrycache
 
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