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.
|