Interactive Brokers

[gringo28]

I thought you guys had updated the transaction module to allow for daily downloading from IB directly into FM? In fact, i thought i had done this before doing a fresh reinstall of everything, including FM, which now of course does not show the option to link into IB. I also recognize that IB is not listed as a possible transaction retrieve setting.

Thanks and let me know if I am missing something other than doing a manual download in OFX.

[Mark]

Hi gringo28,

IB does not (nor has it ever to the best of my knowledge) offer the required OFX server to enable this feature. You can download an OFX file from their web site, and then import it, but you can't have Fund Manager retrieve transactions for you.

On the IB website I believe they call the OFX file a "MS Money" file.