Tips on Retrieving From Certain Brokers

Some brokers have special steps you must take before you can retrieve transactions/positions from their OFX server.  Please consult your broker or mutual fund company's web site for instructions.  The following are a few special tips on select brokers:

American Century Investments:
For the User ID enter your Tax Identification Number (Social Security or Employer Identification number) without dashes.  For the Password enter your American Century Investments' PAC/PIN, which you can view/edit through their web site under "Update My Information / View or change PAC/PIN".

American Funds:
Use your social security number as the "User ID" and your American Funds password as the password.

Banc of America:
Use your "Intellibroker" user ID and password.

Barclays Capital:
Use your Lehman Brothers online user ID and password.

Charles Schwab:
If you are receiving an invalid logon message when retrieving transactions or positions from Charles Schwab, please check that your password is not longer than 8 characters.  If your password is longer than 8 characters, try entering only the first 8 characters.

Janus Funds:
Use your social security number with no dashes as the username (even when you have a login ID for their web site).

Morgan Stanley Wealth Management:
Before retrieving, you must "enable downloads" on your account.  Also, when entering your account number use the first 9 digits.

USAA Investment Management:
Use your account number as the "User ID", and your PIN as the "Password".

Utah Educational Savings Plan-UESP:
Before accessing this service, log into the UESP website and agree to their terms for online account access.