Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

I don't see my broker or mutual fund company in your list of supported companies for retrieving transactions.  Will you add support for mine?

We will add support for any broker or mutual fund company that offers an Open Financial Exchange (OFX) server for its customers to use.  If your broker or mutual fund company isn't in our already supported list, then that means we are not aware that they offer an OFX server.  As one of their customers, you may wish to contact your broker or mutual fund company and ask them if and when they plan to offer an OFX server for you to use.  If they do make one available, please let us know, and we'll add support for them.

Return to the FAQ.

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy