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(29 replies, posted in Institution Comments)

Just a heads up Chase now supports OFX 2.2 which means no more SGML, just plain old XML. Post the following sample XML to https://ofx.chase.com:

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="220" SECURITY="NONE" OLDFILEUID="NONE"
NEWFILEUID="NONE"?>
<OFX>
    <SIGNONMSGSRQV1>
        <SONRQ>
            <DTCLIENT>20170319150911:GMT</DTCLIENT>
            <USERID>{username}</USERID>
            <USERPASS>{password}</USERPASS>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>B1</ORG>
                <FID>10898</FID>
            </FI>
            <APPID>QWIN</APPID>
            <APPVER>1700</APPVER>
            <CLIENTUID>{Your client ID - see previous posts on how to get this}</CLIENTUID>
        </SONRQ>
    </SIGNONMSGSRQV1>
        <BANKMSGSRQV1>
            <STMTTRNRQ>
                    <TRNUID>{unique string goes here}</TRNUID>
                    <STMTRQ>
                            <BANKACCTFROM>
                                    <BANKID>{Routing Number}</BANKID>
                                    <ACCTID>{Account Number}</ACCTID>
                                    <ACCTTYPE>{replace with CHECKING or SAVINGS}</ACCTTYPE>
                            </BANKACCTFROM>
                            <INCTRAN>
                                    <DTSTART>20170319</DTSTART>
                                    <DTEND>20170317</DTEND>
                                    <INCLUDE>Y</INCLUDE>
                            </INCTRAN>
                    </STMTRQ>
            </STMTTRNRQ>
    </BANKMSGSRQV1>
</OFX>