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

Jack ostroffjh at users.sourceforge.net
Thu Feb 4 03:42:03 UTC 2016


On 2016.02.03 20:48, Ryan Novosielski wrote:
> 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).

aqofxconnect is the right one.  The others (as far as I know) are used  
mainly with European banks.


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