CData Cmdlets for OFX 2019J - Online Help


CData Cmdlets for OFX 2019J - Build 19.0.7354

Query account information for all accounts accessible through a single login.


Name Type Description
Id [KEY] String The account number.
AccountType String Indicates the type of account.
Aggregate String Account information aggregate.
BankID String If ServiceType is BANK this indicates routing and transit number. If ServiceType is INVESTMENT this indicates broker Id.
BranchID String Bank branch Id. Applicable only for bank accounts.
Checking Boolean Whether the account has check writing privileges.
Description String Account description.
IsTransferDest Boolean Whether this account is the transfer destination.
IsTransferSrc Boolean Whether this account is the transfer source.
Key String Account key. Not valid if ServiceType is INVESTMENT.
Phone String Telephone number for the account.
ServiceType String Service-specific account type. Valid values are BANKING, INVESTMENT, and CREDITCARD.
Status String Status of the account.
SupportDownload Boolean Whether the account supports transaction detail downloads.
USProductType String Investment account classification.


Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
OFXReadFile String Specify a file path to read OFX data from a local file. Data will not be requested from the financial institution and the local OFX data will be parsed.
OFXWriteFile String Specify a file path to log to a local file the OFX response, including headers, returned by the financial institution.

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