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pmacduff

Financial interface

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Hey Relius users using the financial interface  - I was looking today and see in my software that American Funds (both Premier and Recordkeeper) show as available under the vendor list.  I use the import function for Premier plans because you can use the Empower (Great West) option since those systems are the same.  I had not noticed the American Funds option before.  Has anyone used them?  If so, how do you generate a file in Recordkeeper that works with the import?

FWIW - I did look on the Relius "help" information and did not find anything there....

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You have to download a file.  If you put a support incident in, they will send you written instructions.  Loans cannot be imported.  Once you download the file and make a few changes, you upload to Relius.  You create a routine to import under Transactions.  Pad out the stuff you don't want to import.  Save routine for each plan as it will have different sources. 

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