Investment Feed Settings

The Investment Feed Settings let you select the investment data providers from which data about your contact’s investments will be downloaded into SmartOf­fice Anywhere.

Investment Feeds

In this list, select the name of a provider from which you want to receive data. SmartOffice Anywhere will display a prompt for your user ID, user­name/password, rep code or other credentials that you normally use to access that service. You must have an existing relationship with that data provider.