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?
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OFX Home Forum → OFX Spec → 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?
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.
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?
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>
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.
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