Went looking for the FID/ORG/URL etc for Schwab broker, distinct
from Schwab bank which is a more recent entity created by Schwab.
Google did me no good nor did this mail archive search here.
Some where I found a link to this site:
http://www.jongsma.org/gc/ Which has some scripts and data for financial institutions OFX servers.
I think I had to add tidy or maybe xmllint to my installed software, I
know I had curl.
I ran getfidata.sh which downloaded and parsed a bunch of
UTF-16 xml files. Three files bank.xml, brokerage.xml, and
creditcard.xml are all indexes into the files found in the subdirectory
"fi". I looked in brokerage.xml using firefox. And found that Schwab
had an entry with a guid value of 5104. I then looked in the "fi"
directory and opened the file 5104.xml
This has some useful information including the BrokerID of SCHWAB.COM
(case sensitive) and the ProvicerURL of:
Selected Support Account List Downloaded
Selected Support Statement Download
Selected Support Investments
Selected Supports Bill Pay
Selected Send Empty Bank Id
Selected Send Empty FID
Then continued with the instructions found in the link above for
setting up OFXDirectConnect. The account lists were fetched and I
was able to get transactions for one or two of the accounts.
I did not have accounts already created so just for a test I let it
create the accounts with automatic names, not a good idea so I'll
start and create accounts first or be careful about what defaults I