How Do I Back Up Investment Account Manager to the Cloud?
« on: August 06, 2018, 12:41:09 PM »
Q: How Do I Back Up Investment Account Manager to the Cloud?

Backing up your IAM data is essential.  Frequent backups ensure that your personal data is retrievable in the event of computer failure.  A popular method used to backup IAM data, is to utilize a cloud drive, such as Windows OneDrive.  Here are the steps to do so.

  • Open Windows File Explorer.
  • Note the location of your OneDrive folder.
  • Select which folders you wish to Sync (if necessary).
  • Create a new folder under your OneDrive.  For example, name the folder IAM Backups.
  • Open IAM and select File Menu, Backup Data.  Change the destination of the backup files. Select C:\Users\OneDrive\IAM Backups (to match your setup).
  • Then, backup your data. When restoring your data you will select this folder to be used.