Re: Cannot retrieve transactions from T Rowe Price Retirement acct.

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Posted by Mark on July 06, 2007 at 19:28:06:

In Reply to: Cannot retrieve transactions from T Rowe Price Retirement acct. posted by John McLendon on July 06, 2007 at 15:59:13:

: Hi,
: I seem to be unable to retrieve transactions from a T Rowe Price retirement account. I can log in over the internet and see things, but I get a "Signon Invalid - This account is either not authorized for Internet Access or you incorrectly entered your T Rowe Price User Name and Password..."

: When I look at the https using ethereal, I see lots of TCP checksum errors.

: I'm running Windows 2000 professional, FM PE 8.5, Quote Module 385, Transaction Module 121.

: I have no problems with other companies, e.g. Vanguard.

: Any ideas?

: Thx,
: John...

Hi John,

You may need to call up TRPrice, and ask them to enable your account for access. The transaction retrieve feature uses their "Open Financial Exchange" server, which is different from their regular web site. Some brokers/mutual fund companies require you to authorize your account details be made available on this server. Sometimes they give you a different username/password as well. I'm not sure this is the problem, but I'd start there. When you call them, the person you talk to first on the phone will likely not have heard of Fund Manager. Fund Manager retrieves your transactions in exactly the same way as MS Money, so you can ask for instructions on retrieving transactions for Money, and then use the same steps in Fund Manager.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Cannot retrieve transactions from T Rowe Price Retirement acct. John McLendon 13:56:04 07/07/07 (0)