 Import from American Funds and MFS, .DAT files changed and can't import |
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 Dec 18 2008, 09:11 AM
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#16
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Registered User Group: Sitewide Moderator Posts: 1,406 Joined: 23-June 04 Member No.: 13,348  |
Bump.
This is still unresolved; it seems the format was changed sometime in October. I guess hardly anyone (noone?) is trying to import files at this time of year and hasn't had the same problem, but I guess that will change come Jan 1. Unless I'm just crazy? Has no one else in the whole pension world tried to import an AF dat file since November 1? |
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Jan 21 2009, 05:20 PM
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#17
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Registered User Group: Registered Posts: 4 Joined: 13-July 01 Member No.: 7,504 |
We have been importing the AF files just fine.
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Jan 22 2009, 07:01 AM
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#18
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Registered User Group: Sitewide Moderator Posts: 1,406 Joined: 23-June 04 Member No.: 13,348 |
Yes, that problem was resolved.
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Jan 22 2009, 12:40 PM
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#19
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Registered User Group: Registered Posts: 13 Joined: 7-May 02 Member No.: 9,629 |
QUOTE (Bird @ Jan 22 2009, 05:01 AM)  Yes, that problem was resolved. Has anyone encountered problems with Roth money coming across - we are unable to map the source 154 to the Roth Deferral source in Relius. Any thoughts/comments are appreciated. |
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Jan 22 2009, 03:02 PM
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#20
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Registered User Group: Sitewide Moderator Posts: 1,406 Joined: 23-June 04 Member No.: 13,348 |
I just imported the Roth source successfully yesterday. I don't remember whether I had to map it or it just "knew." You might want to double check your source setup to make sure you have the Roth box checked.
Sorry, probably not that helpful! |
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| Lo-Fi Version | Time is now: 21st November 2009 - 08:26 PM |