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Account Sync Request: M1 Finance ?

General questions about using Fund Manager that do not fit into any other forum.

Postby pistasheo » Sun Feb 05, 2023 10:00 pm

Any possibility of adding syncage for M1 Finance? I'm not a member of them yet, can't vouch for them or anything, but it looks like a decent online brokerage with somewhat automated investing/balancing.

Thanks
pistasheo
 
Posts: 1
Joined: Sun Feb 05, 2023 9:57 pm

Postby Mark » Mon Feb 06, 2023 9:44 am

Hi pistasheo,

If they offer an OFX server for access to customer accounts, we will add them. I am not aware that they offer this though. For more on this, please read:

https://www.fundmanagersoftware.com/faq ... upport.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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