Adriana,
Can you please confirm that access to the old Portfolio Manager will end on October 31, 2014? If so, is it possible to provide customers with a data file containing transactions from the old Portfolio Manager? An excel file would be great for me. However, I have Excel 2003, so maybe I and others will need the data in an older excel version?
An excel file would save me alot of work for tax reporting and if I ever get audited by the IRS.
I think just about everyone agrees the new Portfolio Manager is a major downgrade. It would be a nice gesture for MSN to assist those customers who feel that it is not suitable for them.
It would be even be helpful to keep the old PM open beyond October 31st.
Thanks