Bank of America (BOA) is another financial institution that requires going through a third-party (Yodlee) and signing on to Money with a Microsoft Live sign-on (which I’ve always refused to do after hearing of the many issues that some users have experienced).
Now that the OFX scripts work so well, I need to decide on opening up a free checking account at Bank of America, which I understand will then entitle me to daily access to my BOA credit card data via OFX, rather than waiting for a monthly statement download on their website. Once I verify that I won’t be charged a monthly fee for this capability, I may just do that.
According to my research, the site data for BOA Credit Cards…
SiteName : BOA
AcctType : CCSTMT
fid : 6812
fiorg : HAN
url : https://ofx.bankofamerica.com/cgi-forte/fortecgi?servicename=ofx_2-3&pagename=ofx
After calling BOA customer service and “Enabling Quicken Direct Connect”, you are supposed to then be able to add your account information in the setup script using your account number, your web access userID and password for access to all of your BOA account(s) transactions.