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Messages - roy

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1
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?

2
Transactions / Re: Downloading transactions from a .csv file
« on: August 07, 2017, 12:27:20 PM »
Ok thanks, wondering if anyone has any recommendations on which software to use?

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Transactions / Re: Downloading transactions from a .csv file
« on: August 07, 2017, 11:38:27 AM »
Is it possible to convert the .CSV file of transaction the broker provides to a QFX file that I can down load to IAM? - Roy

4
Transactions / Re: Downloading transactions from a .csv file
« on: August 07, 2017, 11:31:01 AM »

Thanks Matt,

It appears you can download a .CSV file of transaction during the portfolio setup and that you just adjust the column headers to the data required.  Not clear if it works for transaction downloads at portfolio setup why it would work for transaction downloads after the portfolio is already setup?

Roy

5
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?

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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.

7
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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