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 Funds:
Use <fundnumber>,<accountnumber> as the "User ID".

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.

Morgan Stanley:
Before retrieving, you must "enable downloads" on your account.

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