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Author
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Topic: SSB Download choices
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Cathcart
Member
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posted 12-21-2001 01:43 PM
 
Price files - I don't need to download price files because I am using Navigator Access, correct?
Factors / Security / Monthly positions - Do they have anything to do with BrokerLink and how do I open .mth files?I am setting up a new client on FN with about 10 SSB accounts. Is there a way to avoid manually posting positions to FN by downloading and importing those?
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John
Administrator
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posted 12-21-2001 02:36 PM
Yes, if you are using Navigator Access or StockWeb to price securities then you do not need to use BrokerLink Prices. BrokerLink Prices uses the price files from the broker. For SSB, these are the PRyymmdd.pri files. The *.mth files are not used with BrokerLink. Only the TRyydmdd.trn files are used for transactions. With SSB all the files are downloaded in one zip file.Currently there is not a way for BrokerLink to just automatically add all the positions as new account to setup a new client. This is something we are looking at for the future.
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