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Re: Merrill Lynch

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Posted by Richard Trilling on January 04, 2005 at 04:10:28:

In Reply to: Re: Merrill Lynch posted by Mark on January 03, 2005 at 15:16:02:

: : I notice that Merrill Lynch is not on your broker's list. Can I assume that there were major problems putting on the list and that we won't be seeing it on the list in the near future?

: : Richard

:
: Hi Richard,

: This feature uses what is called an "Open Financial Exchange" server. Many brokers
: have these available, so their customers can use software packages, such as
: Fund Manager, Quicken, or Money to retrieve transactions from their account.
: We were not able to determine that Merrill Lynch offers such a server for
: their customers to use. If they do, and they can provide us the details on
: the location of this server, I'd be happy to add support for them. If you're
: willing to contact Merrill Lynch you can ask them if they plan on making
: such a server available. It may carry more weight from you, as one of their
: customers. As I mentioned, I'd be happy to add support for it
: if they have this server available.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

Mark,

I'll see what I can do from my side vis à vis Merrill Lynch (essentially a phone call but I'm not sure to whom).

Is there anything that you can do on your side vis à vis Quicken. I don't have the software and I'mm not familiar with it.

Sincerely,

Richard




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