Re: connection to Share builder

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on August 28, 2006 at 11:26:09:

In Reply to: connection to Share builder posted by Jim Plummer on August 28, 2006 at 07:36:10:

: Mark,

: Is ther an automatic retrival of transactions for Sharebuilder accounts. Also is it possible to download transactions from banks that run DRP's for companies. IE General Electric, Proctor and Gamble, Coke to name a few.

Hi Jim,

The only automated transaction retrieval is through brokers or mutual fund companies with an OFX server. If Sharebuilder has an OFX server we could add support for it, but I don't believe they do. You can check to see if they offer any downloads of your transactions, so that you could import them into FM. You'll have to check with them to see what download formats they make available.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies: