Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Problem with Raymond James transactions

Questions about updating prices or transactions in Fund Manager

Postby Traveller » Tue Aug 11, 2020 5:10 am

Hi,

I'm unable to download transactions from RJ and getting Post HttpSendRequest system error 2. Transaction module is 239.

thank you
Traveller
 
Posts: 4
Joined: Mon Oct 02, 2017 4:05 pm

Postby Mark » Tue Aug 11, 2020 8:46 am

Hi Traveller,

I see the same problem here. I tested it both with Fund Manager and Quicken, and both are unable to connect to this server currently. Hopefully RJ can fix their OFX server soon.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9659
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Wed Aug 19, 2020 11:30 am

Just an update on this server... It appears Quicken is now working, but Fund Manager still cannot reach the RJ OFX server. The connection is timing out. The OFX Validation site is also observing the same issue:

https://www.ofxhome.com/index.php/institution/view/1341

It appears RJ is filtering by IP address, in order to only allow Quicken's servers to make a connection. Unfortunately, until RJ allows connections from other IP addresses, FM will not be able to retrieve transactions from this broker.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9659
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Mon Dec 07, 2020 1:26 pm

This problem is still persisting. If anyone with a Raymond James account would like to call them and encourage someone at RJ to work with us, hopefully we can get this functionality restored. As of now we haven't been able to reach anyone to help in this matter. Hopefully if a customer of theirs requests they support Fund Manager, they will be willing to work with us.

From RJ's Website:
Contact Client Access support at 877-RJ-ACCESS (877-752-2237) or ClientAccessSupport@RaymondJames.com.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9659
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ballardian » Tue Jan 12, 2021 9:48 pm

I have submitted a ticket to RJ and we shall see what they say. I'm not sure I'm holding my breath on it.
ballardian
 
Posts: 11
Joined: Tue Sep 21, 2010 7:52 pm

Postby Mark » Wed Jan 13, 2021 8:51 am

Thank you.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9659
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2021 Beiley Software, Inc. All rights reserved.