ofx direct connect

[Jacob Church]

Which version? I was going to install 2005 on a virtual machine.

On 11/4/06, Dawning Sky <the.dawning.sky at gmail.com> wrote:
>
> Just a quick request:  if anyone does find out the OFX server for BofA
> California, please share with the list.  My copy of Quicken that comes
> with the computer I purchased last time is too old.  It doesn't allow
> you do direct connect any more.
>
> DS
>
> On 11/4/06, David Reiser <dbreiser at earthlink.net> wrote:
> >
> > On Nov 4, 2006, at 3:14 AM, Jon Hamkins wrote:
> >
> > > David Reiser wrote:
> > >
> > >> If you are outside CA or WA, BofA's data is:
> > >>      <ProviderURL>https://ofx.bankofamerica.com/cgi-forte/
> > >> fortecgi? servicename=ofx_2-3&amp;pagename=ofx</ProviderURL>
> > >>      <Org>HAN</Org>
> > >>      <FID>6812</FID>
> > >> and hsbc's is:
> > >>      <ProviderURL>https://pfm.ebank.us.hsbc.com/prod.ofx</
> > >> ProviderURL>
> > >>      <Org>ISC</Org>
> > >>      <FID>9901</FID>
> > >> Where the BofA url says '&amp;' I'm pretty sure you have to
> > >> replace  it with just '&' (no quotes)
> > >
> > > Thanks, this is great information!  Regarding B of A in California,
> > > a .qfx file downloaded from the B of A website indicates
> > >
> > > <FID>6805
> > > <ORG>Bank of America
> > >
> > > I'm not sure what to make of this, since the fidata tools at http://
> > > www.jongsma.org/gc/ indicate this for B of A (California):
> > >
> > > <Org>Yodlee</Org>
> > > <FID>433</FID>
> > > <ProviderURL>https://216.34.60.221/DatafeedAPI</ProviderURL>
> > >
> > > This did not seem to work for me, although perhaps I have to get B
> > > of A to flip a switch to allow direct OFX access (not through the
> > > web)?
> > >
> > Nope. The problem is: Money and Quicken connect first to the Yodlee
> > server, Yodlee tells the app where to connect next to get the real FI
> > profile, and the profile itself contains the real data server address.
> >
> > So far, the only way around this that I know of is to connect once
> > with Quicken or Money and then dig out their ofx.log file. The real
> > address is in the log file.
> >
> > The downloaded qfx's (usually) won't have the server address, since
> > it's in the log entry header, rather than the qfx stream itself. And
> > the bank's don't want the server addresses readily available (it's
> > either a support or a security issue -- but security by obscurity is
> > doomed to eventual failure)
> >
> >
> > >      ----Jon
> > >
> > Dave
> > --
> > David Reiser
> > dbreiser at earthlink.net
> >
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