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General questions about using Fund Manager that do not fit into any other forum.

Postby ron2368 » Mon Jan 16, 2017 9:38 am

I am using the personal version. I have a Vanguard acct that has 4 sub accounts. I have tried to create a portfolio with the wizard. I am getting error message for the first three choices - transaction statement response.
ron2368
 
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Postby Mark » Mon Jan 16, 2017 9:48 am

Hi ron2368,

Try leaving the account number blank, and see if you get a choice of account numbers. If the account number is not formatted exactly as they have, it may be causing this problem. By leaving it blank, you should get a list of account numbers associated with your login details.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby ron2368 » Mon Jan 16, 2017 10:38 am

thank you , that worked.
ron2368
 
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Joined: Mon Jan 16, 2017 9:27 am


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