Re: Retrieve & Update Transactions

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Posted by Mark on August 27, 2006 at 12:25:15:

In Reply to: Retrieve & Update Transactions posted by Glenn on August 27, 2006 at 11:50:20:

: Personal Ver 7.7 / Quote Mod 370/ Trans Mod 114
: I would like to be able to retrieve and update transactions from 'Ameritrade Institutional' as an account holder (non-broker).

: I do not find the 'Ameritrade Institutional' on the current import list. Also when I would normally inquire as to my account with 'Ameritrade Institutional', I only supply an account number and a pin which is less information than your current form request for input.

: Many thanks for a fine program and service you have provided over the years!

Hi Glenn,

I'm not sure about Ameritrade Institutional and the OFX transaction retrieve. We do have a separate interface for Advisors, where they can import data for all their clients from Ameritrade Institutional. Your account may not be available on Ameritrade's regular OFX server. I would suggest calling them to find out. The person you talk to on the phone initially may not be familiar with an "OFX server", but you can ask about how you would download into Quicken or Money. You can then use this same technique in Fund Manager. They may have to enable your account to show up on their OFX server, and provide you with a username/password to access your account.

Thanks for the nice compliment on FM and the service.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Retrieve & Update Transactions Steve 22:39:19 08/28/06 (1)
  • Re: Retrieve & Update Transactions Mark 10:11:25 08/29/06 (0)