Charles Schwab OFX support.

[Jeff Carneal]

On Feb 20, 2007, at 10:19 AM, Derek Atkins wrote:

> 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?

Having just finally setup OFX downloading via aqbanking yesterday, I  
can attest that such a thing would be very helpful.

The following page is a great start:

http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings

But to take it a step further, it should be a fairly simple matter to  
take the data from the files retrieved by getfidata.sh recommended  
there and make a HTML table complete with links to the appropriate  
FI's pertinent info.

Jef