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J.P. Morgan Private Banking

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

Postby cir » Thu Mar 30, 2023 10:55 am

Hi Mark, is it possible to add J.P. Morgan Private Banking to the transaction module so I can download account transactions from there?
cir
 
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Postby Mark » Thu Mar 30, 2023 1:18 pm

Hi cir,

JP Morgan changed from an OFX server to an FDX server. We attempted to get permission to access their FDX server, but in the end they would not grant us access, so we aren't able to support them. If you, as one of their clients, complains to them, maybe they will change their minds... We'd be glad to add support for their FDX interface.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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