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Transactions not being retrieved

Questions about updating prices or transactions in Fund Manager

Postby chhabs » Fri Nov 30, 2018 4:30 pm

I am trying to retrieve transactions from Fidelity and Merill Lynch that were completed today and no transactions are retrieved. Is there a time delay for getting transactions executed on the same day?
chhabs
 
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Postby Mark » Fri Nov 30, 2018 4:42 pm

Hi chhabs,

Usually yes. It is up to the broker how fast they post them onto their OFX server, so the delay varies by broker.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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