Charles Schwab OFX support.

[David Reiser]

Ed and everyone,

Sorry for not catching this the first time around, but DS is right  
that directconnect won't do brokerage accounts correctly yet. It  
succeeds for me with dividends and interest, but stock transactions  
fail because aqbanking doesn't have all the necessary transaction  
types yet.

You can import ofx/qfx for brokerage accounts through the File/Import  
menu, but you have to download the ofx files separately rather than  
by directconnect.

Dave
On 20 Feb 2007, at 10:05:09 PM, Dawning Sky wrote:

> 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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--
David Reiser
dbreiser at earthlink.net