# Name of the Financial Institution (FI) fi.name=Charles Schwab & Co., Inc. # 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=8888 # FI Org fi.org=Intuit # FI Url # URL where to connect to download statement fi.url=https://ofx.schwab.com/cgi_dev/ofx_server # FI Broker Id # Some FI don't have Broker ID. When in doubt, keep this value empty fi.brokerId= # user/login name user.id=FIXME # password user.password=FIXME # app id: in most case, use QWIN appId=MDNC # app version for the above appId appVer=2020 # clientUid, some FI such as Chase requires it # You can generate an UUID using https://www.uuidgenerator.net/ #clientUid= # http properties # if true, will send a HEAD before POST. # Vanguard: set this value to true http.sendHeadRequest=false # proxy setting http.proxyHost=ofxp.infinitekind.com http.proxyPort=80 # Request type. One of the following # . investment (support v1, v2) # . bank (support v1) # . creditCard (support v2) requestType=investment #requestType=bank #requestType=creditCard # Send info posted after a given date. Same as OFX's DTSTART # Two formats: # . -N: last N days # . yearMonthDay (in GMT) startDate=-30 #startDate=20110101 # List of accounts that you have with this FI # Number of accounts accounts=1 # Account ID #1 account.1.id=FIXME # Another example. This FI has two accounts. Note the usage of 'account.N.key' as the key name. # Number of accounts #accounts=2 # Account ID #1 #account.1.bankId=123456 #account.1.id=987654321 #account.1.type=CHECKING #account.2.bankId=123456 #account.2.id=987654321 #account.2.type=SAVINGS