Re: Retrieve & Update Transactions

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Posted by Mark on August 29, 2006 at 10:11:25:

In Reply to: Re: Retrieve & Update Transactions posted by Steve on August 28, 2006 at 22:39:19:

: My apologies for interjecting, but FM does not reflect the fact that there is no longer an 'Ameritrade' and 'TD Waterhouse', but rather a 'TD Ameritrade'. If one came to TD Ameritrade from Ameritrade Advisors, and selects 'TD Waterhouse' as the download source, no retrieval is possible using FM. This may be causing some problems for users.

Hi Steve,

Good point, this can be confusing. Ameritrade and TD Waterhouse each had their own OFX servers, and also their own advisor download format through the institutional side. All of these are still available. If an advisor was with Ameritrade before, they can still download the Ameritrade formatted *.dat files for importing. Old TD Waterhouse and new advisors are all getting the new TD Ameritrade formatted files (*.trn), which are the same as the old TD Waterhouse files.

In the next release we will rename "Ameritrade" to "Ameritrade (legacy)" and "TD Waterhouse" to "TD Ameritrade".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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