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Willim Blair Transaction Retrieve

Questions about updating prices or transactions in Fund Manager
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Postby trader1 » Fri Nov 17, 2023 9:42 am

I was wondering if it is possible to add William Blair to the Supported Brokers and Fund Companies for transaction downloads and reconciliation options.
trader1
 
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Postby Mark » Fri Nov 17, 2023 12:57 pm

Hi trader1,

I took a look, and wasn't able to determine how to connect to their OFX server. Do you have a contact at William Blair that could maybe help us with this?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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