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Re: Can't download Hewitt transactions before 2004 ?

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Posted by Mark on January 03, 2005 at 21:19:57:

In Reply to: Re: Can't download Hewitt transactions before 2004 ? posted by George Timms on January 03, 2005 at 20:37:31:

: Same problem (no transactions before 2004) with an account at Fidelity.

Hi George,

Actually, if you can get transactions back to the beginning of 2004 that is
pretty good. Fund Manager talks to your broker's "Open Financial Exchange"
server. Typically, these servers do not store the transaction history for
the full date range of your investments, rather they usually only keep the
last 90 days or so on this server. Fund Manager will retrieve it back as far
as it is available on the OFX server.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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