Banks/Brokerages with OFX?

[Timothy Jesionowski]

I've been banking with Fidelity for the last year or so, and they recently cut off the direct download access for OFX. It hasn't been available from their website for some time either.

Especially for a brokerage account, having OFX statements to import is a huge boon since they're more detailed and the import is more stable than with csv files. But from what I can tell pretty much every major institution is moving away from them. Does anyone know of companies that are maintaining their OFX access?

Sincerely,

Timothy Jesionowski

[Max Tower]

You can still acquire OFX files from Etrade. I'm not sure I would move accounts around just to gain access to OFX formats though. It seems the long term trend is away from OFX.

[David Avraamides]

I've been downloading OFX files every few days from Fidelity and Fidelity NetBenefits with ofxget. I did it yesterday, in fact. What errors are you receiving?

That said, I've been testing SimpleFin the last few weeks as it covers so many of the financial institutions I care about and it's simpler to deal with.

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[Timothy Jesionowski]

...Just realized I was running a bash script in zsh without realizing it, so my redirect was erroring rather than clobbering. So that works now.

Anyways, thanks for the tip on SimpleFin. That site (supposedly) supports every financial institution I use. In theory, I could escape the manual csv download paradigm entirely!

Sincerely,

Timothy Jesionowski

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[Red S]

Especially for a brokerage account, having OFX statements to import is a huge boon since they're more detailed and the import is more stable than with csv files. But from what I can tell pretty much every major institution is moving away from them. Does anyone know of companies that are maintaining their OFX access?

Here’s a recent thread and my anecdotal list and take on it. You posted in that thread too, you might’ve forgotten :).

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