• Registered: 2019-08-17
  • Posts: 3

Topic: INVBAL unable to collect historical balances?

Hello,

Am I correct in understanding that investment balances <INVBAL> can only be the current balance(s) and NOT a historical balance (using something like a DTASOF or DTSTART/DTEND parameter in the request)?

thx

  • From: Seattle, WA
  • Registered: 2022-10-02
  • Posts: 3

Re: INVBAL unable to collect historical balances?

It sounds like you might have had a similar question as me (trying to include an investment’s price history in the OFX file)—did you find a solution?

Thanks,

Gavin