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Re: td waterhouse download

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Posted by Mark on February 06, 2006 at 09:16:40:

In Reply to: td waterhouse download posted by Steve on February 06, 2006 at 07:32:05:

: i have purched the fund manager 7x. upon calling my broker td waterhouse, they said that they do not support any third party software despite you ad that td waterhouse is one of your data suppliers. please assist.

Hi Steve,

Fund Manager can retrieve transactions from TD Waterhouse. This is done using the same method that Quicken and MS Money use, it is through their "Open Financial Exchange" server. TD Waterhouse doesn't do anything special to support Fund Manager. The person you talked to at TD Waterhouse likely never even heard of Fund Manager, but if you just tell them to enable your account for MS Money, then you can use that same userid/password to retrieve with Fund Manager. They work in the same way, and they will have heard of MS Money.

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

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