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Re: need assistance with aqBanking setup
by Brendan Coupe
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Brendan
On Tue, Jun 23, 2009 at 11:27 PM, Thomas Baumgart<thb@...> wrote:
> 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_server
>
> Which 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.
The difference I mentioned was in the domain name. Schwab was spelled
wrong sending you to a phishing server.
The slight difference here is after the domain name so I think both
are safe. I suspect the wordpress URL is for the bank and the one I
sent is for brokerage accounts. I'll look into it later and submit my
comments there if they are appropriate. Debbi, please let me know
which URL works for you with your Schwab bank account.
>
>> 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
> -------------------------------------------------------------
> Please avoid sending me Word or PowerPoint attachments.
> See http://www.gnu.org/philosophy/no-word-attachments.html
> -------------------------------------------------------------
>
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Brendan
On Tue, Jun 23, 2009 at 11:27 PM, Thomas Baumgart<thb@...> wrote:
> 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_server
>
> Which 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.
The difference I mentioned was in the domain name. Schwab was spelled
wrong sending you to a phishing server.
The slight difference here is after the domain name so I think both
are safe. I suspect the wordpress URL is for the bank and the one I
sent is for brokerage accounts. I'll look into it later and submit my
comments there if they are appropriate. Debbi, please let me know
which URL works for you with your Schwab bank account.
>
>> 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
> -------------------------------------------------------------
> Please avoid sending me Word or PowerPoint attachments.
> See http://www.gnu.org/philosophy/no-word-attachments.html
> -------------------------------------------------------------
>
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