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Questions about updating prices or transactions in Fund Manager

Postby carp8diem » Mon Nov 15, 2021 8:45 am

Mark

Thanks for such a great product!

Recently downloads from Ameriprise (Ameriprise Brokerage 133 Direct) stopped working in Quicken and Fund Manager. The account downloads have been working for years. I have five accounts set up. After a few days Quicken began working again. Fund Manager still fails immediately for each of the five accounts with a message of "Failed to retrieve portfolio".

I have tried setting up the download properties again and even created a new account which also failed with the same message.

I looked at the log files from the help section and don't see any messages I recognize as from Ameriprise. I am current with all updates. I am using Edge for my browser.

Any suggestions?

Thanks...
carp8diem
 
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Joined: Wed Jun 08, 2016 7:37 am

Postby Mark » Mon Nov 15, 2021 8:59 am

Hi carp8diem,

Let me take a look at this, and I'll get back to you. It may take a couple of days.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 10122
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Location: Chandler, AZ

Postby Mark » Tue Nov 16, 2021 6:34 pm

Hi carp8diem,

Unfortunately, it looks like American Financial (Ameriprise brokerage 133 Direct) is only allowing connections from Quicken's servers. This is a guess, as when we test their OFX server we are rejected with a 403 Forbidden error. This is consistent with OFXHome's Test Results failing the OFX test since November 9th. If we can get ahold of the right person, maybe they will allow connections through our server as well. If you, as one of their customers, complain to them, maybe they will work with us.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby carp8diem » Wed Nov 17, 2021 9:18 am

Marc

Thanks for the research.

Apparently Ameriprise did make changes recently to authorize transaction downloads. Quicken is authorized to download transactions.

I was told Fund Manager is not authorized to download transactions. I guess we knew that. I was told you should call 1-800-862-7919 (general support) and they will connect you with someone who can help.

Thanks
carp8diem
 
Posts: 6
Joined: Wed Jun 08, 2016 7:37 am

Postby Mark » Wed Nov 17, 2021 12:16 pm

Hi Marc,

Thanks. I tried calling them, and went through getting forwarded twice, and finally they told me they didn't know who to forward me to, or how to help. I'm not sure how to get ahold of the right person...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby carp8diem » Wed Nov 17, 2021 8:16 pm

Mark

Let me see if I can get you a contact.

Thanks
carp8diem
 
Posts: 6
Joined: Wed Jun 08, 2016 7:37 am

Postby carp8diem » Thu Nov 18, 2021 2:52 pm

Mark

You should be getting a call from someone at Ameriprise about the situation shortly.

Thanks again.....
carp8diem
 
Posts: 6
Joined: Wed Jun 08, 2016 7:37 am

Postby Mark » Thu Nov 18, 2021 3:14 pm

Excellent, thank you. I'll update here after I talk with someone.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby carp8diem » Thu Nov 18, 2021 8:38 pm

Mark

I told them to ask for Mark at 480-705-0129. If there is a better number just let me know.
carp8diem
 
Posts: 6
Joined: Wed Jun 08, 2016 7:37 am

Postby Mark » Thu Nov 18, 2021 9:47 pm

Hi carp8diem,

Yes, that is the best number.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Fri Nov 19, 2021 2:31 pm

Hi carp8diem,

Someone from Ameriprise called today. They are working on a solution that we can hopefully utilize, and we have plans to talk again Monday. I'll update here as I learn more.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby carp8diem » Tue Nov 23, 2021 8:36 am

Mark

I got an email from Ameriprise this morning saying they had implemented a fix last night. I did a download successfully this morning.
carp8diem
 
Posts: 6
Joined: Wed Jun 08, 2016 7:37 am

Postby Mark » Tue Nov 23, 2021 9:32 am

Hi carp8diem,

Wow, interesting. I only had 1 brief conversation with them, and we haven't changed anything. Thanks for letting me know.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10122
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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