Looking for assistance connecting to Prudential Retirement with kMyMoney v4.72

Ryan Novosielski ryan at novosielski.com
Thu Feb 4 01:48:13 UTC 2016


On Wed, Feb 3, 2016, at 08:25 PM, Jack wrote:
> On 2016.02.03 17:38, Jesse McGraw wrote:
> > I was hoping someone on the list might have some ideas on how to  
> > connect to Prudential Retirement via OFX
> > 
> > Their help documents only mention Quicken.  In addition to the  
> > regular username and password, they discuss how to construct an  
> > account number to download statements, but kMyMoney only has the  
> > ability to specify username and password so far as I can tell.
> > 
> > I'm using the automatically obtained OFX info:
> > 
> >    Fipid: 567 URL:  
> > https://ofx.prudential.com/eftxweb/EFTXWebRedirector
> >    Org: Prudential Retirement Services Fid: 1271 Supports online
> >    statements Supports investments
> > 
> > When supplying my username and password (which do work with their web  
> > site) the only error I can get is "Server message: Iteration: 0 For  
> > Mandatory Attribute (DTACCTUP) :: (Is Mapped To pr_getAccountInfo --  
> > dtacctup)"
> > 
> > Any thoughts?
> > 
> > Thanks,
> >   Jesse
> 
> However, I wonder if it is not actually an account number you have to  
> create but a UUID (User Unique ID).  This has been discussed on the  
> kmymoney-devel list recently (with some also on this list) because  
> Chase Credit Cards recently changed their OFX server to require this.   
> Unfortunately, libofx does not currently handle this.  However,  
> aqbanking does.  Once I got it set up, I've already forgotten the  
> details, but if you try to map the account using aqbanking, one of the  
> configuration screens should include this, and I think it already has a  
> suggested value.  The UUID is essentially arbitrary, and is often used  
> by the banks to limit the number of different devices which you can use  
> to connect.  However, you can actually use the same number on multiple  
> devices.  If you are only trying to do the OFX download from the one  
> computer, then it doesn't really matter.
> 
> You didn't say which OS you are using, but hopefully your version does  
> have aqbanking compiled in.

When you recommend using AqBanking, does one then choose "aqofxconnect"
as the backend? Other choices are aqebics, aqhbci, and aqnone (got to
imagine that last one is wrong).

-- 
  Ryan Novosielski
  ryan at novosielski.com


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