BrokerLink cannot use Excel files. OFX/QFX is the preferred format for BrokerLink, but BrokerLink also works with QIF and a custom Advent-like format.Our technicians may be able to use the Excel data to input positions. We have special software that creates a Chart of Accounts from an Excel file. There is a fee for this service. This only works for a new entity, since the new Chart of Accounts will overwrite any existing accounts.
- David
FNI Technical Support
[This message has been edited by David (edited 11-26-2007).]
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posted 11-26-2007 09:22 AM
