Guideline support

[rtwfroody]

I started a new job and they do their 401k through guideline.com. Is there any way to automatically retrieve their transactions in Fund Manager?

Thanks

[Mark]

Hi rtwfroody,

We currently don't support Guideline, and it doesn't appear they have an OFX server. I see Quicken supports them, but they don't appear to be using OFX. They may have some other interface. We'd be happy to try and add support for them if we can get in touch with someone from Guideline to help enable this. If you have a contact there, and would be willing to ask them to help get Fund Manager supported maybe they will reach out to us.