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Retrieve Transactions (Vanguard)

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

Postby WatchingMy$ » Thu Dec 13, 2007 4:00 pm

Since yesterday, I can't retrieve my Vanguard transactions. It seems to halt during password authentication (I guess). I didn't change anything, and tried re-entering my login info but it still halts. Any suggestions?

I get a "failed to retrieve portfolio" error message.

Thanks!
WatchingMy$
 
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Postby Mark » Thu Dec 13, 2007 4:26 pm

Hello,

Vanguard's OFX server is currently unavailable. I see the same error message here. Hopefully it will be back up soon.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11311
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Location: Chandler, AZ

Postby WatchingMy$ » Thu Dec 13, 2007 7:09 pm

Thanks for the quick response, Mark!
WatchingMy$
 
Posts: 5
Joined: Thu Dec 13, 2007 3:57 pm

Postby Mark » Fri Dec 14, 2007 8:42 am

Hello,

The Vanguard transaction server is back up, but the fix also required an update to Fund Manager. Please use "Help / FM on the Web / Check for Updates..." to download transaction retrieve module 126.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11311
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby WatchingMy$ » Fri Dec 14, 2007 9:00 am

Thank you! :D
WatchingMy$
 
Posts: 5
Joined: Thu Dec 13, 2007 3:57 pm

Postby L Larson » Fri Jan 25, 2008 2:35 pm

Unable to find that HELP and 126
Doesnot appear in forum index or in little selection
window for forum jump :?:
Hmmm no rabbit in the Emoticons either!!!!! :lol:

TIA

L
L Larson
 
Posts: 22
Joined: Sat Dec 01, 2007 1:21 pm
Location: West Michigan USA

Postby Mark » Fri Jan 25, 2008 4:42 pm

Hi Lars,

To download the latest transaction retrieve module (currently 127), you do this from within the Fund Manager program, not our web site. Start Fund Manager, and select "Help / Fund Manager on the Web / Check for Updates..." and just follow the prompts.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11311
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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