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

aga agander93 at gmail.com
Thu Feb 4 11:23:28 UTC 2016


Ryan,
I think you're in the wrong thread here.  The OP has been gazumped.

Allan


On 04/02/16 01:48, 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).
>


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