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Transamerica

Questions about updating prices or transactions in Fund Manager

Postby B2B_Investing » Fri Jun 10, 2016 9:42 am

Hi Mark,

I noticed that Transamerica is not included on the list of institutions from which to receive transactions. Any ideas if that is something that could be added near term? It is surprising to me how many non-traditional brokers are in the 401k space now.

(If you are keeping the running list prioritized, I would much prefer the %change alert enhancement over this)

Many thanks as always for a great product.

Jason
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Posts: 196
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Postby Mark » Fri Jun 10, 2016 10:03 am

Hi Jason,

I don't believe Transamerica offers the required "Open Financial eXchange" (OFX) server in order to do automated retrievals. See this page for details:

https://www.fundmanagersoftware.com/faq ... upport.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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