Re: TD Ameritrade

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Posted by jim on June 01, 2007 at 16:59:14:

In Reply to: Re: TD Ameritrade posted by Mark on June 01, 2007 at 16:26:08:

: : Ever since TD Waterhouse transactions server converted to TD Ameritrade about two weeks ago, I have not been able to download my transactions. Much talking with the TD Ameritrade tech support people indicates it is something in FM that is not letting me reset my downloads to the new server. Receive an error back of 'signon invalid' when attempting to sign on. Using transaction module 119 Help!

: : Thanks

: Hi Jim,

: There are 2 different servers, there is one called "Ameritrade (legacy)", and another called "TD Ameritrade". Have you tried both of these? You can edit the associated broker for any given sub-portfolio. Go into the "Portfolio Editor", and right mouse click on a sub-portfolio, and choose "Properties... / Transaction Retrieve Settings...".

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

I knew it was something simple like that! It works fine on the 'Ameritrade(legacy)' server. I did not find that for I was looking for 'TD Ameritrade'! From what the TD Ameritrade tech people tell me the download account 'TD Ameritrade' that is in FM is no longer active and FM should be using only the 'Ameritrade (legacy)' server for downloads.

Thanks.

Replies:

• Re: TD Ameritrade Mark 17:04:38 06/01/07 (0)