1

(0 replies, posted in Institution Comments)

For me, I enabled the PFM Service...but I was still unable to get this to work using the JP Morgan Chase credentials. (....oasis.cfree.com/1601.ofxgp, Chase Bank and 1601).  I kept getting error 15500.  I thought perhaps I needed to wait for the PFM Service to be activated, but an hour later, was still getting the same error.

I had originally tried to connect using these credentials (....ofx.chase.com, B1, 10898), but kept getting error 501, so I gave up. For whatever reason - mostly being frustrated with the 15500 error - I decided to try these credentials again....and it worked!  I was able to connect without errors and retrieve my list of accounts and a list of transactions

I'm not sure if it simply took even longer than an hour for the PFM Service to be active, or if there was something else that made the difference - but my working OFX is as follows:

(Using PHP for the variables)
$now=gmstrftime("%Y%m%d%H%M%S.000[0:GMT]");
$un="AcctUserName";
$pw="AcctPassword";
$org="B1";
$fid=10898;
$url="https://ofx.chase.com";
$rtnum="RoutingNumber";
$acnum="AccountNumber";
$start="20130101";
$stop="20131231";

Get Account Information:

OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
      <SIGNONMSGSRQV1>
           <SONRQ>
                <DTCLIENT> $now
                <USERID> $un
                <USERPASS> $pw
                <GENUSERKEY>N
                <LANGUAGE>ENG
                <FI>
                     <ORG>$org
                     <FID>$fid
                </FI>
                     <APPID>QMOFX
                    <APPVER>1900
           </SONRQ>
      </SIGNONMSGSRQV1>
      <SIGNUPMSGSRQV1>
            <ACCTINFOTRNRQ>
                    <TRNUID>".md5(time().$url.$un)."
                    <ACCTINFORQ>
                           <DTACCTUP>19900101
                    </ACCTINFORQ>
             </ACCTINFOTRNRQ>
       </SIGNUPMSGSRQV1>
</OFX>


Getting Transactions:
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
        <SIGNONMSGSRQV1>
                <SONRQ>
                        <DTCLIENT>$now
                        <USERID>$un
                        <USERPASS>$pw
                        <LANGUAGE>ENG
                        <FI>
                                <ORG>$org
                                <FID>$fid
                        </FI>
                        <APPID>QMOFX
                        <APPVER>1900
                </SONRQ>
        </SIGNONMSGSRQV1>
        <BANKMSGSRQV1>
                <STMTTRNRQ>
                        <TRNUID>".md5(time().$url.$un)."
                        <STMTRQ>
                                <BANKACCTFROM>
                                        <BANKID>$rtnum
                                        <ACCTID>$acnum
                                        <ACCTTYPE>CHECKING
                                </BANKACCTFROM>
                                <INCTRAN>
                                        <DTSTART>$start
                                        <DTEND>$stop
                                        <INCLUDE>Y
                                </INCTRAN>
                        </STMTRQ>
                </STMTTRNRQ>
        </BANKMSGSRQV1>
</OFX>

Hope this helps someone!

2

(29 replies, posted in Institution Comments)

For me, I enabled the PFM Service...but I was still unable to get this to work using the JP Morgan Chase credentials. (....oasis.cfree.com/1601.ofxgp, Chase Bank and 1601).  I kept getting error 15500.  I thought perhaps I needed to wait for the PFM Service to be activated, but an hour later, was still getting the same error.

I had originally tried to connect using these credentials (....ofx.chase.com, B1, 10898), but kept getting error 501, so I gave up. For whatever reason - mostly being frustrated with the 15500 error - I decided to try these credentials again....and it worked!  I was able to connect without errors and retrieve my list of accounts and a list of transactions

I'm not sure if it simply took even longer than an hour for the PFM Service to be active, or if there was something else that made the difference - but my working OFX is as follows:

(Using PHP for the variables)
$now=gmstrftime("%Y%m%d%H%M%S.000[0:GMT]");
$un="AcctUserName";
$pw="AcctPassword";
$org="B1";
$fid=10898;
$url="https://ofx.chase.com";
$rtnum="RoutingNumber";
$acnum="AccountNumber";
$start="20130101";
$stop="20131231";

Get Account Information:

OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
      <SIGNONMSGSRQV1>
           <SONRQ>
                <DTCLIENT> $now
                <USERID> $un
                <USERPASS> $pw
                <GENUSERKEY>N
                <LANGUAGE>ENG
                <FI>
                     <ORG>$org
                     <FID>$fid
                </FI>
                     <APPID>QMOFX
                    <APPVER>1900
           </SONRQ>
      </SIGNONMSGSRQV1>
      <SIGNUPMSGSRQV1>
            <ACCTINFOTRNRQ>
                    <TRNUID>".md5(time().$url.$un)."
                    <ACCTINFORQ>
                           <DTACCTUP>19900101
                    </ACCTINFORQ>
             </ACCTINFOTRNRQ>
       </SIGNUPMSGSRQV1>
</OFX>


Getting Transactions:
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE

<OFX>
        <SIGNONMSGSRQV1>
                <SONRQ>
                        <DTCLIENT>$now
                        <USERID>$un
                        <USERPASS>$pw
                        <LANGUAGE>ENG
                        <FI>
                                <ORG>$org
                                <FID>$fid
                        </FI>
                        <APPID>QMOFX
                        <APPVER>1900
                </SONRQ>
        </SIGNONMSGSRQV1>
        <BANKMSGSRQV1>
                <STMTTRNRQ>
                        <TRNUID>".md5(time().$url.$un)."
                        <STMTRQ>
                                <BANKACCTFROM>
                                        <BANKID>$rtnum
                                        <ACCTID>$acnum
                                        <ACCTTYPE>CHECKING
                                </BANKACCTFROM>
                                <INCTRAN>
                                        <DTSTART>$start
                                        <DTEND>$stop
                                        <INCLUDE>Y
                                </INCTRAN>
                        </STMTRQ>
                </STMTTRNRQ>
        </BANKMSGSRQV1>
</OFX>