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Unable to update to Schwab - New

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

Postby Tamril » Thu Dec 09, 2021 10:55 pm

I've been a bit pre--occupied with other items for the last month or so, and am just now getting to the point of trying to update to the new Schwab data format. Unfortunately, I can't follow the instructions, because I can't find a "Schwab - New" entry in the broker list. What am I doing wrong?

Version 2018.15.5.100
Quote module 564
Transaction module 251

Thanks
Tamril
 
Posts: 2
Joined: Tue Apr 03, 2018 4:54 pm

Postby Mark » Thu Dec 09, 2021 11:21 pm

Hi Tamril,

The new "Charles Schwab - New" broker interface is only available in Fund Manager 2020 or later. This required a major update to support the FDX interface, and it was only added into the 2020 versions. Instructions are here:

https://www.fundmanagersoftware.com/faq ... ersion.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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