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Two-Factor Authentication

Questions about updating prices or transactions in Fund Manager

Postby Clark » Wed Feb 17, 2016 9:10 am

Hi Mark

Can you or anyone else give me any feedback if enabling two-factor authentication for an account, such as Fidelity, affects downloading transactions into Fund Manager?

Thanks for any feedback you can give me

Clark
Clark
 
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Postby Mark » Wed Feb 17, 2016 9:43 am

Hi Clark,

That should not impact your ability to retrieve with Fund Manager. The two-factor authentication applies to their "web" server, and not the "OFX" server used to retrieve transactions by Fund Manager.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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