Charles Schwab OFX support.

[Dave Reiser]

Jeff Carneal wrote:
> 
> 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

Just be sure to filter out any FI's that mention Yodlee in the fidata 
entry. Those server addresses are at least incomplete, and potentially 
just to the intermediary branding server.

I'd prefer to build such a table one row at a time from people who've 
been able to test the connection successfully via gnucash.

Dave
-- 
David Reiser
dbreiser at earthlink.net