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Topics - roy

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General Discussion / Market Value of Treasury Bills
« on: January 11, 2018, 04:31:16 PM »
Is there a way IAM can look up the market value of Treasury Bills?

Transactions / Downloading transactions from a .csv file
« on: August 06, 2017, 04:20:38 PM »
 Are we able to download transactions from a .csv file?

Transactions / Changing the sweep fund symbol on existing portfolio
« on: July 17, 2017, 11:15:44 AM »

Is there a way to change the sweep fund symbol for an existing portfolio?  I was able to change the symbol on all the transaction, but the portfolio keeps using the original symbol for new transactions.

Transactions / Fideltiy netbenefits priviate fund symbols?
« on: July 12, 2017, 03:57:43 PM »
What do you put for the symbol for Funds in Fidelity netbenefits that are not public and do not have symbols? For example, a fund that seeks increased value by investing in the company stock or a stable value fund?  IAM got my balances on portfolio setup (although it mess up the fund names).  How am I going to get IAM to know which transactions to associate with these funds?  Or am I going to have to do everything manually for these funds?

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