Re: Banc of America Inv Serv retrieve

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Posted by Mark on July 08, 2007 at 22:00:41:

In Reply to: Banc of America Inv Serv retrieve posted by jeyadev on July 08, 2007 at 15:05:12:

:
: I am new to FM and am still trying it out. While I had no
: trouble retrieving new transactions from Vanguard and
: T Rowe Price, I am having trouble with our Banc of America
: brokerage account. I keep getting an "Invalid User ID/PIN"
: error.

: I have written to BofA (as the message suggested), but does
: anyone here know if one needs to request them to allow
: downloads?

: thanks
: sj

Hi sj,

I don't know the specifics for BofA, but contacting them as you've done is what I would have suggested. You've probably seen this tip in my other posts, but BofA probably will not have heard of FM, so just get instructions for MS Money, and then use the same information in FM. FM retrieves transactions just the same as Money.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Banc of America Inv Serv retrieve jeyadev 16:50:04 07/09/07 (0)