Automatic Retrieval of Transactions.

[aviator]

Hi Mark,

I've set up my accounts in FM to automatically retrieve transactions from my broker. I've done this by entering my user ID and password in the transaction retrieve settings.

My question is this: Is there a way to tell FM to retrieve transactions for ALL accounts at one time? Right now, I'm retrieving transactions one account at a time, by right clicking on each account. What I'd like to do is tell FM to retrieve transactions for all accounts at one time, sequentially, but without intervention from me.

Thanks.

[Mark]

Hi aviator,

Yes. Select your top-most sub-portfolio, and retrieve for that. Check the option "Also Retrieve All Sub-Portfolios". FM will retrieve every sub-portfolio enabled to retrieve transactions.