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UESP Retrieval

Questions about updating prices or transactions in Fund Manager

Postby oyz79 » Wed Apr 05, 2017 7:51 pm

I am trying to retrieve transactions and positions from a UESP account for the first time. My online access is fine. However, when trying to retrieve the account in FM I get the error message:

General Error

User must first agree to terms and conditions online
oyz79
 
Posts: 47
Joined: Fri Dec 30, 2011 9:47 pm

Postby Mark » Thu Apr 06, 2017 9:31 am

Hi oyz79,

I'm not sure, but it sounds like you may need to contact UESP and have them enable your account for access on their OFX server. You can likely do it online by logging into their web site. Look for something that talks about enabling Quicken access, which is their OFX server.

Actually, I just looked at our tips page, and this is what you need to do, and you can do it online. See:

https://www.fundmanagersoftware.com/tin ... .html#Utah
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby oyz79 » Thu Apr 06, 2017 8:56 pm

Thanks - I had to enable Quicken Access in UESP and the import now works.
oyz79
 
Posts: 47
Joined: Fri Dec 30, 2011 9:47 pm


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