Setup account downloads

Setup account downloads for your existing accounts or create new accounts by download using OFX Direct Connect downloads. Some institutions will allow you to setup multiple download connections at one time which will allow you to assign the available connections to any of your existing accounts or use them to create new accounts. Check out the Transaction Downloads page to learn more about OFX Direct Connect downloads in general and for troubleshooting information. Learn how to setup account download connections below.

Setup a download connection:

  1. Select the account in the main account list you want to setup with a download connection.
  2. Then choose "Setup Account Downloads..." from the program's Accounts menu.

Select the institution

Scroll or search to locate the desired institution.


Available Institutions
  1. Select the desired institution.
  2. Click "Continue".

Enter your login credentials

Fill in the Direct Connect login credentials for your account(s) at the institution.


Login Credentials
  1. Enter your Direct Connect login credentials for your account(s) at the institution.
  2. Select the option to "Store Credentials in Apple Keychain" if you'd like to store your login credentials securely in your Apple Keychain. If the login credentials are not stored in your Apple Keychain then you will need to enter them each time to download accounts.
  3. Then click "Continue".

Note Note: Your Direct Connect login credentials at the institution may or may not be the same as your login credentials for the institution's general website.

Change your PIN/Password if requested

Some institutions will prompt you to change your Direct Connect PIN/Password when setting up downloads in a program.


Change PIN/Password
  1. Do one of the following:
    • Click "Skip" if you have already done so in the past or if you just don't wish to change your PIN/Password.
    • Fill in your old password and desired new password and click "Continue".

Account discovery

Most institutions will supply you with a list of available accounts for download based on your login credentials, referred to as "Account Discovery".


Account Discovery
  1. Review the available accounts for download and do the following for each account:
    • For accounts that should be assigned to an existing account, set the "Assign to Account" option to the appropriate existing account. If an existing account is already assigned one of the accounts then it should be automatically selected for the "Assign to Account" option.
    • For accounts you want to create, set the "Assign to Account" option to "Create New Account". Then click on the "Account Name" and enter the name of the account as you want it to appear in the program.
    • For accounts that you don't want to assign to an existing account and that you don't want to create, set the "Assign to Account" option to "No Account Selected".
  2. Click "Continue" to setup the download connection(s) and/or create the new account(s).

Note Note: You can also use the "Try Manual Setup" option to setup downloads for an account by providing specific account information.

Manual setup

Some institutions prefer you to manually enter the information for the account you want to setup downloads for. Enter the specific details for the account you want to setup.


Manual Setup
  1. Select the account type.
  2. Enter the account number
  3. Enter the routing number (for banking accounts only).
  4. Click "Continue" to setup the download connection for the account.

Note Note: The account selected in the main account list at the time you selected "Setup Account Downloads" will be the account assigned the connection when using the "Manual Setup" option.

Note Note: Some institutions allow for "Account Discovery" to provide you a list of available accounts for download based on your login credentials. You can select "Try Account Discovery" to attempt to look up accounts based on your login credentials if desired.

Summary

Setup additional download connections by selecting to "Setup Another". Click "Finished" when you are finished setting up download connections.

Summary

Troubleshooting downloads

Check out the Transaction Downloads page to learn more about OFX Direct Connect downloads in general and for troubleshooting information.

Note Note: When creating accounts by download the program will setup the starting balance adjustment transaction and any needed position adjustment transactions for investment accounts based on the available transaction history and balance information in the download. If you setup a download connection for an existing account then the program will not setup a starting balance adjustment transaction or position adjustment transactions as it is expected the account is already setup with this information.