41

Transactions / Re: Transaction Download Issues with Fidelity

« Last post by rk4353w on December 08, 2020, 05:28:22 PM »

I can confirm the issue is resolved.  Thanks for the help.

42

Transactions / Re: Transaction Download Issues with Fidelity

« Last post by Forum Administrator on December 08, 2020, 09:43:37 AM »

Follow-Up Note: as of 12/7, this issue has been resolved by Fidelity, and is once again allowing IAM users to download their investment account data without any access errors.

IAM Tech Support Team
techsupport@investmentaccountmanager.com

43

Transactions / Re: Vanguard Transaction Downloads

« Last post by Forum Administrator on December 07, 2020, 12:39:43 PM »

Roger, Vanguard has recently changed their front door access to transactional downloads, so by using the second request, they permit access.  I am unaware of why on occasion they would not be sending transaction activity.  Please check the date range, and verify the activity is available on their site.  If any add'l questions, please contact our support team:

techsupport@investmentaccountmanager.com

44

Transactions / Re: Transaction Download Issues with Fidelity

« Last post by Forum Administrator on December 07, 2020, 12:36:12 PM »

Fidelity is changing the OFX access for improved security, and this should be back up and running on 12/7 according to their tech support team.  You might verify by contacting your tech rep at Fidelity and ask them what the 'access denied' message means, why you are receiving it, and when it will be resolved.  If you learn more, please let us know.

techsupport@investmentaccountmanager.com

45

Transactions / Re: Transaction Download Issues with Fidelity

« Last post by rk4353w on December 06, 2020, 04:54:00 PM »

I previously have had text verification turned on and was still able to download the transactions to IAM.  Thanks.

46

Transactions / Re: Transaction Download Issues with Fidelity

« Last post by Jim LaHaie on December 06, 2020, 12:27:47 PM »

I just installed IAM and have the same issue importing from Fidelity. To access my Fidelity account requires text verification. So far I see no way to do this with IAM to import data.

I assume the same will be true for my Vanguard account as well. Will call customer support tomorrow. 

47

Transactions / Vanguard Transaction Downloads

« Last post by rk4353w on December 05, 2020, 03:16:12 PM »

When downloading from Vanguard, initially I get a download error message.  If I then press download again, the file does download.  For whatever reason, sometimes there are transactions missing from the downloaded file.  Anyone lese experiencing this?  Thanks.

Roger

48

Transactions / Transaction Download Issues with Fidelity

« Last post by rk4353w on December 05, 2020, 03:13:00 PM »

Been getting "Access Denied" message for the past three days when I try to download from Fidelity.  Anyone else seen this and know how to resolve it?
Thanks,

Roger

49

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).

https://www.investmentaccountmanager.com/products/2020-year-end-tax-planning-tips/

50

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.

techsupport@investmentaccountmanager.com

Matt