Investment Account Manager is able to download from online financial institutions your recent investment transaction activity, such as purchases, sales, income and reinvestment activity.
If the online financial institution you use is not listed in our available choices, you might like to contact them and request they provide support for Open Financial Exchange (OFX) for use in Investment Account Manager. Please direct all questions to firstname.lastname@example.org. Investment Account Manager is also able to import a transaction file (OFX, QFX) provided by many online financial institutions. This is a helpful option in case your financial institution is not provided in our list of available choices.