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Full Version: Transaction Imports
BenefitsLink Message Boards > Product User Groups (Unofficial) > Relius Administration (Quantech) Users
Larry J
We receive an electronic download for a plan that has individual FBO accounts for each participant. A participants account may have six fund investments with one account for each investment. The participant may have three sources of funds invested in an account (401(k), Match and P/S). Using the transaction import for transfers apparently requires the use of an account number. We want the transfer to be prorata across the fund sources. Is there a way to do fund to fund transfers in the import module?
JohnB10
Unfortunately, there is no way to do this with an import transaction. You'll need to allocate the gains to the sources outside of Quantech if you want to import the data.
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