Eaton Vance Direct Online Services - no transactions download

#2 12-08-2007, 03:46 AM

In microsoft.public.money, kaplan3jiim[at]example.com wrote:

- quote -

> On Fri, 07 Dec 2007 14:05:17 -0600, Cal Learner-- MVP
> <via_newsgroup[at]please.tnx> wrote:
> > In microsoft.public.money, kaplan3jiim[at]example.com wrote:
> > > > I'm finally adding direct downloads from a number of my accounts. When
> > > I set up Eaton Vance online services and connect, all that downloads
> > > is my account share balance - no transactions and no account dollar
> > > value. The register show the # of shares. The account list shows a
> > > dollar value of $0.00. When I look at account settings, for some
> > > investment accounts" track cash transactions" is an option; for Eaton
> > > Vance it is not. Is this a limitation placed by Eaton Vance, or else
> > > what do I need to change to download transactions and account values?
> > > I don't know if your problem has resolved. The Eaton Vance statement
> > download uses that less-direct access that involves a third party.
> > http://www.microsoft.com/money/banko...BrokeragesOnly
> > You could contact Microsoft support to see if they can help with
> > that.
> > > Also, if EV offers web download of OFX, that might be a good
> > alternative. While it would take some extra work, there is less to
> > go wrong.
> Tnx
> No indication on their web site of a way to do web downloads, but I
> will call them And perhaps they also have an explanation of what's not
> working with the "direct" services.

They may be oblivious. The third-party (Yodlee) screen-scrapes on
your behalf. If/when they change the web site formats, things can
break until fixed.

#1 12-07-2007, 11:42 PM

On Fri, 07 Dec 2007 14:05:17 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, kaplan3jiim[at]example.com wrote:
> > I'm finally adding direct downloads from a number of my accounts. When
> > I set up Eaton Vance online services and connect, all that downloads
> > is my account share balance - no transactions and no account dollar
> > value. The register show the # of shares. The account list shows a
> > dollar value of $0.00. When I look at account settings, for some
> > investment accounts" track cash transactions" is an option; for Eaton
> > Vance it is not. Is this a limitation placed by Eaton Vance, or else
> > what do I need to change to download transactions and account values?
> I don't know if your problem has resolved. The Eaton Vance statement
> download uses that less-direct access that involves a third party.
> http://www.microsoft.com/money/banko...BrokeragesOnly
> You could contact Microsoft support to see if they can help with
> that.
> Also, if EV offers web download of OFX, that might be a good
> alternative. While it would take some extra work, there is less to
> go wrong.

Tnx

No indication on their web site of a way to do web downloads, but I
will call them And perhaps they also have an explanation of what's not
working with the "direct" services.

12-07-2007, 07:05 PM

In microsoft.public.money, kaplan3jiim[at]example.com wrote:

- quote -

> I'm finally adding direct downloads from a number of my accounts. When
> I set up Eaton Vance online services and connect, all that downloads
> is my account share balance - no transactions and no account dollar
> value. The register show the # of shares. The account list shows a
> dollar value of $0.00. When I look at account settings, for some
> investment accounts" track cash transactions" is an option; for Eaton
> Vance it is not. Is this a limitation placed by Eaton Vance, or else
> what do I need to change to download transactions and account values?

I don't know if your problem has resolved. The Eaton Vance statement
download uses that less-direct access that involves a third party.
http://www.microsoft.com/money/banko...BrokeragesOnly
You could contact Microsoft support to see if they can help with
that.

Also, if EV offers web download of OFX, that might be a good
alternative. While it would take some extra work, there is less to
go wrong.

#-1 12-06-2007, 05:35 PM

I'm finally adding direct downloads from a number of my accounts. When
I set up Eaton Vance online services and connect, all that downloads
is my account share balance - no transactions and no account dollar
value. The register show the # of shares. The account list shows a
dollar value of $0.00. When I look at account settings, for some
investment accounts" track cash transactions" is an option; for Eaton
Vance it is not. Is this a limitation placed by Eaton Vance, or else
what do I need to change to download transactions and account values?

TIA

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