[GNC-dev] Patelco stopped supporting OFX... other options

[Jean Laroche]

For those interested in plaid.
Today I got a response to my inquiry about being allowed to retrieve 
investment information using the free dev environment.
> Typically Liabilities and Investments product is only available under
> our custom contract model which starts at a $500 per month committed
> spend with Plaid. However, we do allow up to 5 free
> investments/liabilities accounts to be connected for free in our Dev
> environment. Mortgages are launching in a few months, they will be
> under Liabilities along with credit cards and student loans which are
> available today.
So with plaid, if they do honor the above (they did for me), you can 
retrieve transactions from up to 100 banks, up to 5 of which can be 
investment institutions. The sales person did not tell me whether they 
would allow a user to pay for additional accounts and how much that 
would be.
I tried the api on one of my investment accounts and it worked right off 
the bat. I was able to retrieve holdings, transactions, etc.

So plaid is definitely a solution albeit with security concerns.
I wish all this stuff was open source, and all this bank info data would 
be at our fingertips without having to go through third parties like 
that. But that's the current state of affairs.

Jean