Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

John Hancock Retirement Plan Services - trans retrieval?

Questions about updating prices or transactions in Fund Manager

Postby B2B_Investing » Wed Jul 18, 2018 9:06 pm

Hi Mark,

Work just changed the 401(k) provider to John Hancock Retirement Plan Services and I do not see it in the list of institutions supported for transaction retrieval; any chance it is on the road map? (Not sure there is a great loss since the previous provider was also not supported but I would really prefer to avoid manual data entry)

Thanks for the consideration.

Jason
B2B_Investing
 
Posts: 196
Joined: Wed Mar 19, 2014 8:44 am

Postby Mark » Thu Jul 19, 2018 8:51 am

Hi Jason,

We will add support for anyone that makes available the required "Open Financial Exchange" server. See this for more info:

https://www.fundmanagersoftware.com/faq ... upport.php

John Hancock Retirement does not offer this interface.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 20 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.