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Questions about updating prices or transactions in Fund Manager

Postby Homer » Tue Feb 26, 2013 7:07 pm

Has anyone tried to download positions, transactions, and prices from Scottrade Options First? I am considering converting an account, but if It does not work with Fund Manager, not going there! :!:
Homer
 
Posts: 38
Joined: Wed Nov 19, 2008 8:46 pm

Postby Mark » Tue Feb 26, 2013 7:21 pm

Hi Homer,

I'm not sure if Scottrade makes available trades/prices from this site on their regular OFX server. You might explore their options site, and look for how they tell you to retrieve in Quicken. If Quicken can retrieve your transactions, then Fund Manager can as well.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Homer » Mon Mar 04, 2013 8:35 pm

Well, its official. The Options First option does NOT allow for position and trade download access to their servers. :evil: Looks like I will be closing that account and looking at something like Fidelity.
Homer
 
Posts: 38
Joined: Wed Nov 19, 2008 8:46 pm


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