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Request support for UBS onesource account

Questions about updating prices or transactions in Fund Manager

Postby Kodiak73 » Sun Feb 21, 2010 3:24 am

Hi,

I noticed there is support for connecting to UBS accounts. I have a UBS onesource account, which is basically where UBS manages the stock & options program for specific companies.

The URL is www.ubs.com/onesource/<insert your companies stock ticker>

My guess (or hope) is that it would be relatively easy to extend the UBS account support to these UBS onesource accounts. I'd be willing to help out with testing if need be.

Thanks
Aaron
Kodiak73
 
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Postby Mark » Sun Feb 21, 2010 8:12 am

Hi Aaron,

The transaction retrieve feature in Fund Manager utilizes broker's "Open Financial Exchange" (OFX) servers. This is different than their web server. We would be glad to add support for any broker that makes an OFX server available. For more on this, please read:

http://www.fundmanagersoftware.com/faq_ ... upport.php

If your accounts are not available on the current UBS OFX server, then you'd need to contact UBS and ask if you can get your account made available, or if they could add a new OFX server. If they have a different OFX server available that we don't support, we will add support for it. We currently support all the OFX servers we are aware of.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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