On 16 Feb 09, the former AG Edwards Security client's accounts will be converting to be Wachovia Securities accounts. My question concerns the transaction retrieval function of FM and how to convert. I have 4 accounts (portfolios) running under the AG system - one of which will be changing its account number. When I checked the Transaction Retrieval settings, it lists AG Edwards in the pull-down list but does not have an entry for Wachovia Securities. Am I going to be out of luck with Transaction Activity retrieval until they get around to converting to Wells Fargo (which is on the list) a few years from now? Or, are there plans to get Wachovia Securities listed? I imagine other former AG clients might be in the same boat.
I'm assuming price retrieval is not an issue since these are by symbol or cusip at Yahoo, etc.
-- Reeve Dean