I'm trying to decide if I want to switch to this product. I've imported an OFX file from ING Direct. There are multiple accounts and some of the accounts I do NOT want to import or to keep information on, is this possible?
I matched and accepted the accounts, but when I try to set up an online link to ING Direct, the OFX Server, ORG, FID information does not populate. Do you not work with ING?
Thank you.