Charles Schwab OFX support.

Dawning Sky the.dawning.sky at gmail.com
Tue Feb 20 17:03:22 EST 2007


On 2/20/07, Jeff Carneal <jeff-ml at carneal.com> 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.
>

The data obtained by getfidata.sh are not complete and entirely
accurate.  That's on of the reasons why the Wiki page was started.
For example, BOA was listed in the fidata file as a Yodlee
institution.  The info on the Wiki page has supposedly been personally
verified or obtained by some users.

> Jef

DS


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