Conneting to SmithBarney

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Conneting to SmithBarney

Postby wesclark » Thu Feb 26, 2009 2:20 am

I use SmithBarney for my checking account, which is actually a under Citibank, I think. The connection from Quicken works fine. There is a FMA Checking account, and a FMA Card, which is a debit/credit card hybrid. There is also an investments account required in Quicken to tie them all together. All my attempts to make this connection work in mymoney have thus far been unsuccessful. I know investment accounts are not yet supported in mymoney. Am I sunk for now? I'd love to convert from Quicken, but all my money flows through SmithBarney.
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Re: Conneting to SmithBarney

Postby mthadm » Thu Feb 26, 2009 8:14 am

Most likely your checking account is classified as an investment account internally by SmithBarney, we see this all the time with Fidelity, Schwab and the likes.

The investment accounts are not supported at this point, they are being worked on,

Thanks
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Re: Conneting to SmithBarney

Postby wesclark » Thu Feb 26, 2009 11:48 pm

Thanks. I will continue to monitor the progress.
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