New Retrieve sources

[4Profits]

Mark,

Is it possible to add ING Direct and Options House for automatic retrieve of transactions. Options House is a great low cost online broker < $3.00 stock trades and <$10 option trades with some good tools. ING Direct bought out Share Builder which we use for the Kids.

Thanks

[Mark]

Hi 4Profits,

We'll gladly add support for any broker that makes the required OFX server available. We just need to know the URL of the OFX server, and an application ID to use. We currently support all the ones we are aware of. I suspect ING Direct and Options House do not have an OFX server, but if you want to ask them if they'll be providing one, we'll gladly add support for it. For a few more details, see:

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

[bloveless]

Hello Mark, I called Interactive Brokers and they do have an OFX server. The tech guy said that you couldn't donload directly from the web, but you could go to the account and download thru the OFX into "Quicken". So I think we can do it also thru Fund Manager. Think they can be added? Billl

[Mark]

Hi Bill,

You can download an OFX file from Interactive Broker's "Web" server, and import it into Fund Manager using "File / Import / Transactions / Open Financial Exchange...". This is different from an OFX server, where Fund Manager can automatically download and import the OFX file for you. IB does not have an OFX server, but they do make OFX files available for download through their website. Until they make an OFX server available we can't add support for retrieving directly from them.

[bloveless]

Thanks for the response Mark; they also use a security devise so it probably wouln't work with a server either unless it would come up and ask for your code.