On Wednesday 24 June 2009 06:36:43 Brendan Coupe wrote:
> Debbi,
>
> Thomas is the developer that mentioned that I'm working with to fix
> some of my Schwab OFX import problems. My problems probably won't
> affect your bank account with them. I'm not sure what the difference
> is between the plugins but I'm pretty sure I'm using the KMM OFX
> plugin that he asked you to verify is loaded and enabled. It is for
> me. I do not have the KBanking plugin available.
>
> Assuming you have the plugin enabled I'll walk you through the steps I
>
> took to get my Schwab account to work:
> >From the menu, Account, Map to online account. Hopefully you will see
>
> two tabs, Automatic and Manual. You can try the Automatic. I get 3
> options when I type in Schwab for the search and none of them work for
> my brokerage account. Since you have a bank account it may be
> different for you.
>
> If none of them work you can try the manual tab. The settings that
> work for me are:
>
> Org: ISC
> Fid: 101
> URL:
https://ofx.schwab.com/cgi_dev/ofx_serverWhich differs slightly from the one reported on
http://ofxblog.wordpress.com/?s=schwab Is this difference what you refer to
with the next paragraph? Might be good to leave a comment on the blog.
> I hope this helps. Like I said earlier, there is a phishing site out
> there trying to get you info. The URL has a slightly different name so
> be careful if you find any help and type the Schwab part of the URL
> instead of cutting and pasting it.
--
Regards
Thomas Baumgart
GPG-FP: E55E D592 F45F 116B 8429 4F99 9C59 DB40 B75D D3BA
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