Re: Merrill Lynch

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In Reply to: Re: Merrill Lynch posted by Richard Trilling on January 04, 2005 at 04:10:28:

: : : I notice that Merrill Lynch is not on your broker's list. Can I assume that there were major problems putting on the list and that we won't be seeing it on the list in the near future?

: : : Richard

: :
: : Hi Richard,

: : This feature uses what is called an "Open Financial Exchange" server. Many brokers
: : have these available, so their customers can use software packages, such as
: : Fund Manager, Quicken, or Money to retrieve transactions from their account.
: : We were not able to determine that Merrill Lynch offers such a server for
: : their customers to use. If they do, and they can provide us the details on
: : the location of this server, I'd be happy to add support for them. If you're
: : willing to contact Merrill Lynch you can ask them if they plan on making
: : such a server available. It may carry more weight from you, as one of their
: : customers. As I mentioned, I'd be happy to add support for it
: : if they have this server available.

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

: Mark,

: I'll see what I can do from my side vis à vis Merrill Lynch (essentially a phone call but I'm not sure to whom).

: Is there anything that you can do on your side vis à vis Quicken. I don't have the software and I'mm not familiar with it.

: Sincerely,

: Richard

Hi Richard,

Thanks, if you learn anything that would be great to hear. What was it that
you wanted to know about Quicken?

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

Replies:

• Re: Merrill Lynch Richard Trilling 01:05:18 01/05/05 (3)
  • Re: Merrill Lynch Mark 12:09:28 01/05/05 (2)
    • Perhaps he means reverse engineer how quicken talks to Merrill Lynch server Not Richard Trilling 13:12:54 01/05/05 (1)
      • Re: Perhaps he means reverse engineer how quicken talks to Merrill Lynch server Mark 15:17:47 01/05/05 (0)