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Oppenheimer import


Tom Poje
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success the second time around.

This year's import files failed the first time around, there was something wrong with the import file initially but the folks at Oppy appeared to have fixed that.

by the way, since this doesn't appear to be documented well on the Relius help screen (I can't find any mention of it anywhere), the Oppenheimer import file is a PAS file and you use

FASCore (or I think even GreatWest) as the Vendor Name

Looks like this year Oppenheimer has also included a PAS.xls file which could be used if you want to create your own DER routine.

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