Charles Schwab OFX support.

[Dinesh G Dutt]

Hi,

I have online transaction download working well with Schwab. Using the AqHBCI 
wizard, you'll need to enter the following info:
+ On the User Dialog Box, enter:
    - On the General Tab:
      + Schwab as the username, your weblogin as the customer name and userid.  
      + Country is US and enter any random set of numbers as the Bank ID. It  
         is not used in the actual download
    - On the OFX Tab:
       + Any random number as FID. It is not used
       + ORG & Broker ID is SCHWAB.COM
       + URL is https://ofx.schwab.com/cgi_dev/ofx_server
       + In the server options, I selected all of them except Bill Pay

Remember to click on OK on each tab after you're done. After you click on OK 
in the OFX tab, you can select the "Get A/C" to retrieve your account list.

Hope this helps,

Dinesh 
On Saturday 17 February 2007 06:26, Ed Soniat wrote:
> Victor etal
>
> I am trying to set up the latest table gnucash so that  can use it to
> manage my schwab broker and bank accounts.  I have read your mailing
> list thread and it sound like you had the information necessary to
> access schwab but not the infrastructure.    It appears that OFX direct
> connect as well as import is now available but I can not for the life of
> me find the OFX information needed.
>
> I have downloaded the fi data with with getfidata.sh which uses
> moneycenteral.msn.com to down load an extensive list of financial
> institution OFX xml dat but the schwab brokerage entry has no FIS or ORG
> data.
>
> If anyone has this data or knows another place to get it please let me
> know.

-- 
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