Cash account functionality

Managing trading & investments
1

The support for cash seems to be very thin - is there a reason you don’t have an integration into Macquarie CMA’s at the very least? I was surprised to find this to not exist already.

What is the best practice today - will an export/import from Macquarie CMA yield good results - ie. matching transactions against transactions & corporate actions?

2

I thought this too, I have a download of my old cash account transactions but can’t find an option to upload them. There seems to be commentary about cash transactions auto updating but this integration doesn’t seem to be listed. If anyone could explain how this can be done that would be great, thanks.