This is the home page for hleOfxQuotes-explorer: a program for testing OFX connection.
There are 2 main uses for this tool
- If your current financial program cannot connect to your financial institution (FI). You can use this tool get a "second opinion": if the problem is specific to your financial program or it is more general.
- You can also use this tool check on the account id needed to be used in OFX connection. Sometimes, the account id not the same as the account id from your bank statement.
You need to have java installed on your system. If you need to install Java, see this link
You can download from the Download Page
Unzip the zip file. For example:
$ unzip hleOfxQuotes-explorer-Build_20190218_6.zip Archive: hleOfxQuotes-explorer-Build_20190218_6.zip creating: hleOfxQuotes-explorer-Build_20190218_6/ inflating: hleOfxQuotes-explorer-Build_20190218_6/hleOfxQuotes-explorer-Build_20190218_6-exec.jar
Double click on the jar file
Edit the value in the "Setting" (top) window. In particular, you need to specify the following values. In most cases, you can get those value from http://www.ofxhome.com/index.php
# A good resource to obtain OFX info for your FI http://www.ofxhome.com/ # FI Id # Some FI has id. Others don't. When in doubt, keep this value empty fi.id=2250 # FI Org fi.org=Online Financial Services # FI Url # URL where to connect to download statement fi.url=https://ofx.firsttennessee.com/eftxweb/access.ofx # FI Broker Id # Some FI don't have Broker ID. When in doubt, keep this value empty fi.brokerId=
Next, you need to specify the login and password
# user/login name user.id=id123456 # password user.password=password654321
Then select either OFX version 1 or version 2. You can try version 1 first. If that fails, then try version 2.
Click on button "Check".
Tab "Result" holds the result. If failed, you will see something like this
version=v2 is NOT supported. See 'Error' tab for more information.
version=v2 is supported. account.id=12345 account.id=54321
Tab HTTP Headers
Has a list of headers being sent and received
# REQUEST POST /eftxweb/access.ofx HTTP/1.1 Content-Length: 733 Content-Type: application/x-ofx Host: ofx.firsttennessee.com Connection: Keep-Alive User-Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/60.0.3112.113 Safari/537.36 Accept-Encoding: gzip,deflate # RESPONSE HTTP/1.1 200 OK Date: Tue, 19 Feb 2019 02:25:22 GMT X-Powered-By: Servlet/3.0 X-dynaTrace: PT=5621369;PA=-479120599;SP=ESB;PS=1748369913 dynaTrace: PT=5621369;PA=-479120599;SP=ESB;PS=1748369913 Content-Length: 711 Keep-Alive: timeout=5, max=100 Connection: Keep-Alive Content-Type: application/x-ofx Content-Language: en-US
Has the OFX request
Has the OFX response
Has error if any
My recommendation for first time usage: start with a positive case. If you have a working connection, use those value to convince yourself that the tool is working.
Then simulate a bad case such as wrong userName. See how the value in each of the tabs change.
Now, try the problematic case. A lot of time, it is a matter finding the right combination of
- setting values
- HTTP headers
Log an issue.
- Some banks requires an extra setup step to allow so called third-party tool. So you will need to contact your bank and say something like: "I am connecting using Quicken, do I need to enable it? If yes, how?". For example: see this link or this link
- Some sites needs very specific HTTP header such as a particular value of User-Agent, you can set the User-Agent header using
- MD FI page: you can get Financial Institution that MD supports here. To map the values, see this link.
- You can generate an UUID (for clientUid) using https://www.uuidgenerator.net/