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Raymond James & Associates Transaction Downloads

Questions about updating prices or transactions in Fund Manager

Postby cbavaro » Fri Nov 11, 2022 4:35 pm

Hi Mark,

It has been quite some time since the above referenced brokers transaction download function has worked. Is there any possibility that this will be fixed anytime soon?

Thanks,
Craig
cbavaro
 
Posts: 6
Joined: Wed Jan 04, 2017 10:56 pm

Postby Mark » Sun Nov 13, 2022 5:37 pm

Hi Craig,

Unfortunately this is out of our hands. It appears they are blocking access unless you come from a known IP address. We have tried to get in touch with someone there, but haven't had any luck. It has been a problem for quite a while, see:

viewtopic.php?f=6&t=5465

If you do have a contact there, we would be happy to work with them to get this functionality restored.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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