Fwd: Charles Schwab OFX support.

Dawning Sky the.dawning.sky at gmail.com
Tue Feb 20 22:05:09 EST 2007


forwarding to the list.  please remember to cc the list.

---------- Forwarded message ----------
From: Ed Soniat <esoniat at bellsouth.net>
Date: Feb 20, 2007 6:02 PM
Subject: Re: Charles Schwab OFX support.
To: Dawning Sky <the.dawning.sky at gmail.com>


I was only playing around, proof of principle but I got what looked like
all of my brokerage accounts and transactions for two of them..
Downloading them into a default account made a mess and I deleted
everything and will try again once I figure out what I want to do.

Ed
On Tue, 2007-02-20 at 14:08 -0800, Dawning Sky wrote:
> On 2/17/07, Ed Soniat <esoniat at bellsouth.net> 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.
> > --
> > Ed Soniat
> >
>
> I thought OFX Direct Connect only worked with bank and credit card
> accounts, but NOT with brokerage/investment accounts?  Has this been
> changed?
>
> DS
--
Ed Soniat <esoniat at bellsouth.net>


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