Recent Posts

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Announcements / BLOG POST - 2020 Year-End Tax Planning Tips
« Last post by Forum Administrator on December 01, 2020, 07:57:23 AM »
As the close of 2020 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s).
Frequently Asked Questions / Re: Multi Currency Portfolios
« Last post by Forum Administrator on November 30, 2020, 08:45:04 AM »
Our software does not handle multi currency at this time, something we are considering for a future release.  If any add'l questions, please let us know.

Frequently Asked Questions / Multi Currency Portfolios
« Last post by brucer on November 26, 2020, 02:29:26 PM »
I would like to know how to track portfolios in different currencies and combines them on a report in a single currency.

For example if I have a Canadian dollar portolio and a US dollar portfolio, I want to be able to run a report that combines both portfolios and displays the result in Canadian dollars.

Can this be done? 
Transactions / Re: Unable to download transactions from Schwab
« Last post by Forum Administrator on November 11, 2020, 08:26:19 AM »
We've released an update to Investment Account Manager 3.2.2 (Individual and Professional) that provides an improved method for importing transactional files in csv format (comma separated values) from Charles Schwab brokerage.  The improved import method was required due to changes made by Charles Schwab and their decision to disable the current automated brokerage download using the OFX (Open Financial Exchange) method. 

This new method for importing transactional files will allow users to update their Schwab brokerage accounts until we are able to, as possible, get the OFX method reinstated.  We are further working with Schwab to re-write the download method to meet their new transactional download format given their decision to discontinue OFX permanently going forward, migrating to a new format standard. 

To download this latest release, start your copy of IAM3 and use the Menu Bar | Check for Updates choice.  If the choice to ‘Check for Updates’ is inactive in your copy of Investment Account Manager v3 Individual, this indicates your technical support period has expired.  If your support has expired, you can extend technical support for an additional year, by clicking here: (includes support renewal for up to 3 computers per user).  When ordering your support renewal, you will need to enter your IAMv3 user ID number as shown on the IAMv3 Help Menu | Product Support Screen.

Once you have updated to our latest v3.2.2 release, please refer to the attached document guide for steps to log into your Schwab brokerage account(s), define the transactional file for download, and then how to import into IAM using the Transactions Menu | Import Transactional File (CSV).

If any additional questions, please contact the IAM Technical Support team:

Investment Account Manager v3 Individual - Maintenance Release 3.2.2 Now Available

Use the choice 'Check For Updates' located on the IAMv3 Individual Version Menu Bar to automatically verify you are currently running the latest version of Investment Account Manager v3 Individual. You will be notified as to whether or not you have the current version. If not, you will be prompted to download the latest file.

Note: if this choice is inactive in your copy of Investment Account Manager, this indicates your support period has expired. To extend technical support for an additional year, renew thru our website Shop page:

If you have any questions, contact our technical support team:

Click here for a listing of improvements/changes/corrections included in IAMv3.2.2:
Announcements / BLOG POST - Warren Buffett Investing Tips
« Last post by Forum Administrator on November 02, 2020, 08:46:02 AM »
Here are some favorite Warren Buffett investing tips you can use when planning your investments. – by Eric Rosenberg, Personal Profitability, a personal finance and entrepreneurship blog and podcast.
Transactions / Re: Unable to download transactions from Schwab
« Last post by Forum Administrator on October 22, 2020, 08:47:31 AM »
The answer you received from Schwab is not quite accurate...

Seems Schwab is no longer providing to 3rd party vendors (such as ourselves) the prior download format OFX (open financial exchange) to allow you to download your activity.  They discontinued on Oct 16th...outside of our control, without any warnings for our shared customers (such as you).   So as of now, the current method you have used will no longer work. 

We are in contact with Schwab and have submitted the necessary registration for approval to a new API connection, and are waiting for Schwab to approve.  Hopefully this will be quick action on their end.  Meanwhile, we are developing a workaround for importing a csv file defaulted to the Schwab format as provided on their web site.  Both changes, as available, will be included in our next IAM3 Individual update, 3.2.2. Stay tuned... Matt
Transactions / Unable to download transactions from Schwab
« Last post by SPL on October 22, 2020, 07:34:57 AM »
Have been unable to download transactions from Schwab for a number of days now.  I reached out to Schwab and following is the representative's response:

"As of October 16th, the subscriptions allowing these applications to pull from Schwab have expired. In order for these applications to re-subscribe, their Development Departs will need to contact Schwab at 800-433-9196.
Jessica Kreitner
Schwab eServices Representative

Are any other users having this same issue with inability to download from Schwab?  If Ms. Kreitner's information is accurate, has an application to re-subscribe been submitted by IAM?
« Last post by Forum Administrator on October 05, 2020, 12:48:05 PM »
As we’re nearing the end of 2020, we pass along this reminder that now might be an ideal time to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task. read more:
Announcements / BLOG POST - My Four Goals
« Last post by Forum Administrator on September 01, 2020, 09:14:28 AM »
Jonathan Clements | Editor of

I’m probably a year or two away from regularly tapping my portfolio for income. That prospect—coupled with this year’s market turmoil—has led me to tinker with my investment mix and ponder how I’ll generate cash once I’m retired. One surprising result: I have more in stocks today than I’ve had at any time in the past three years, and I’m thinking of increasing my allocation even further.

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