Topic: Getting account number from OFX?

Is there a way to get the account number or a list of account numbers from an OFX feed if the correct user name and password are provided?

Re: Getting account number from OFX?

Check out the section 8.5.1 in the v2 spec.  It will make a request for account information and return an aggregate that includes a 0 or more message set of account information.

Re: Getting account number from OFX?

I tried doing this with AMEX and had no success. Is there a list of financial institutions that support this? Does the syntax vary greatly between institution for this request?

Re: Getting account number from OFX?

Here is the request I'm sending and I get a validation error. The documentation only goes so far in explaining things so am I missing something? I know based on previous connections that the data values I'm providing are correct.

<OFX>
 <SIGNONMSGSRQV1>
  <SONRQ>
   <DTCLIENT>$date</DTCLIENT>
   <USERID>$user</USERID>
   <USERPASS>$pass</USERPASS>
   <LANGUAGE>ENG</LANGUAGE>
   <FI>
    <ORG>$org</ORG>
    <FID>$fid</FID>
   </FI>
   <APPID>$app_id</APPID>
   <APPVER>$app_ver</APPVER>
  </SONRQ>
 </SIGNONMSGSRQV1>

 <ACCTINFOTRNRQ>
  <TRNUID>$txn_id</TRNUID>
  <ACCTINFORQ>
   <DTACCTUP>$date</DTACCTUP>
  </ACCTINFORQ>
 </ACCTINFOTRNRQ>
</OFX>

Re: Getting account number from OFX?

Your code seems ok.  Here is an example SIGNUPMSGSRQV1 that I have had success with.

<SIGNUPMSGSRQV1>
<ACCTINFOTRNRQ>
<TRNUID>C0A84BC5-6332-4674-ACEF6149F15423B5
<CLTCOOKIE>4
<ACCTINFORQ>
<DTACCTUP>19700101000000
</ACCTINFORQ>
</ACCTINFOTRNRQ>
</SIGNUPMSGSRQV1>

The only differene I see is that your code lacks a CLTCOOKIE.  The FI may be expecting a cookie.