Re: 2 Year Plus Data Import from TD Ameritrade

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on September 02, 2006 at 13:29:16:

In Reply to: Re: 2 Year Plus Data Import from TD Ameritrade posted by Ernest M. Stokely on September 02, 2006 at 10:26:46:

: I have the same problem. If you hit TDAmeritrade's front door and log into your account, the only download option is a text file. The order of the items in the list are different from any of the import options you offer. Why can't you reorder the items in the import list? Why not offer an option for this commonly-used broker??

: Ernie

Hi Ernie,

With TD Ameritrade you can "retrieve" your transactions. This is the intended way for personal investors. Registered investment advisors with TD Ameritrade have access to download other formats, not available to personal investors. For instructions on how to "retrieve" your transactions from TD Ameritrade, please see:

http://www.fundmanagersoftware.com/tintrtv.html

See the "Setup Instructions" below the list of supported brokers.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies: