Charles Schwab OFX support.

[Derek Atkins]

David Reiser <dbreiser at earthlink.net> writes:

> It's probably the case that Schwab doesn't have an FID or ORG. I've  
> seen that with other brokerages. But the aqbanking wizard believes  
> they are required. So I would enter 5104 in the FID space (this is  
> schwab's FIPID, the lookup number in the fidata collection) and then  
> check the box for "Send Empty FID". You may also have to check the  
> box "Send Empty Bank ID" -- the brokerage certainly (?) doesn't have  
> a normal ABA number, so you shouldn't need this. Some financial  
> institutions don't check data fields that they don't need, and some  
> do -- rejecting a connection if data exists in the unnecessary fields.
>
> That leaves what to do about the ORG field. Try 'Schwab.com' and hope  
> they don't check the field.
>
> Also be sure to put "SCHWAB.COM" in the <BrokerID> field.  
> Capitalization matters.
>
> Enter the server address from the fidata file too.
>
> That should let you at least save the configuration so you can try a  
> connection.

I wonder if we should maintain a wiki page with OFX contact information?

-derek
-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
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