Re: retrieve transaction problem

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Posted by Ronald Mesavage on July 09, 2007 at 10:04:44:

In Reply to: Re: retrieve transaction problem posted by Ronald Mesavage on July 09, 2007 at 10:01:56:

: : : : Hi Mark;
: : : : This is my first attempt to download my transactions from my Fidelity account.
: : : : My operatins system is VISA
: : : My internet connection is DSL
: : : I took the following steps, while connected to the internet:

: : : 1.used New Portfolio Wizard,entered a portfolio name, and my fidelity account number. clicked "transaction retrieve settings"

: : : 2. selected Fidelity from your drop-down list,entered my Fidelity user ID and password and account number. clicked ok

: : : got the following error message: "could not open log file for writing" C:\program files\fund manager\ofxpost.txt

: : : ps: just purchased the latest version of personal fund manager a few days ago.

: : Hi Ronald,

: : Sorry about the troubles. This error is because of a permissions problem when running under Vista and "User Access Control" (UAC) is turned on. This has been fixed, and you can get the update. Please do this:

: : 1) Start Fund Manager by right mouse clicking on the shortcut, and choosing "Run As Administrator".

: : 2) Within FM, choose "Help / FM on the Web / Check for Updates...". Choose "Yes" when it asks you if you want to download the latest updates.

: : 3) Exit, and re-start FM normally. You should now be able to retrieve your positions just as you described above.

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

Hi Mark,
Followed your procedure. Worked great!!
Thanks, Ronald

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