Re: Ameritrade Transactions with FM 7.0

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Ameritrade Transactions with FM 7.0 posted by Rick Kennedy on January 04, 2005 at 21:57:48:

: I'm evaluating FM 7.0 to decide whether to upgrade from version 6. My primary desire is to download transactions from Ameritrade, since that is where most of my investments are. I'm unable to connect, getting a "signon invalid" message, followed by a "Failed to retrieve portfolio" error. Any idea what could be preventing a connection? I'm certain I have the proper user name, password, and account number entered (although logging into the web site only requires the user name and password).

: Thanks,

: Rick

Hi Rick,

I'm not sure... Your account number isn't used during signon, so that wouldn't
be part of the problem. I know that some brokers provide a different username
and password for this service from their web access. You might check out their
web site to see if you need to sign up, and possibly get a different userid
and password. Fund Manager uses the OFX server of your broker, which they
may refer to as the Quicken or Money download service.

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

Replies: