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Direct Connect Support for Janney Montgomery Scott

Comments, critical feedback, praise, or suggestions for new features.

Postby dclewis » Sat Jan 21, 2012 8:30 am

Are there any plans to add support for Direct Connect to Janney Montgomery Scott, a leading northeast regional brokerage firm? Alternatively, is there a way to set up Direct Connect to this broker myself using the Fund Manager software?
dclewis
 
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Postby Mark » Sat Jan 21, 2012 3:08 pm

Hi dclewis,

Thanks for the suggestion. We have just added them, per your request. From within Fund Manager select "Help / FM on the Web / Check for Updates..." and download the new transaction module (156) when prompted. After this you should see an option for selecting "Janney Montgomery Scott" as your broker.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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