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Retreiving Banklink Files

You may use BankLink with all financial institutions that make your transaction data available in a compatible format. This is the same data they use to generate your monthly statement. All major credit card companies, all bill payment services and most banks provide this data as part of the online services they offer their customers from their Web sites.

Navigator Impressions Introduction

Impressions 2.0 for Windows is a remarkable graphing and customizing tool for financial charts. Impressions was designed from the ground up by CPAs, financial experts, and individual investors to illustrate your Financ2ial Navigator data powerfully.

Using Impressions

  • Modifying Charts
  • Editing Chart Data
  • Impressions Tips

Downloading BrokerLink Files from Smith and Barney Financial Management Accounts (FMA)

Downloading your Smith Barney FMA account transactions through BrokerLinkT requires three key steps:

  • You must register with Smith Barney to view your accounts online via Smith Barney Access.
  • You need to apply for download access of your FMA accounts.
  • You must configure BrokerLink with the appropriate information to download your FMA account transactions.

Gift of Securities

Navigator Access uses the symbol file sym2.prn to automate the process of updating security prices. Normally, you check "add symbol to symbol file" when adding a new security, and the symbol file stays current. However, two problems can develop:

  • A symbol is missing for some securities.
  • Duplicate symbols exist for some securities.

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