Account Class

Properties   Methods   Events   Configuration Settings   Errors  

The Account component is a single component that supports the SignOn and Account Information function of Open Financial Exchange, as described by Specification 1.0.2.

Syntax

Account

Remarks

The Account class supports the Account information request sent to the server to identify and describe a precise list of the account information and available services for each account accessible by the signed-on user.

However, the interpretation of this request depends on the FI. At a minimum, the server provides information about all accounts that it can activate for one or more OFX services. To give the user a complete picture of his relationship with an FI, FIs can give information on other accounts, even if those accounts are available only for limited OFX services. Please note that some service providers do not have prior knowledge of user account information. This is reported in their profile (you can use the FIProfile class for this). FIs can provide limited information on accounts that would not ordinarily be suitable to OFX services

To get this list of service-specific account identification and detailed information on each one, you can call the GetInfo method.

First, identify the signon required information:

• OFX user and application by setting the OFXUser, OFXPassword, OFXAppId and OFXAppVersion properties;
• financial institution by setting the FIId, FIOrganization and FIUrl properties.

Next, specify the LastUpdate, which indicates the last time the server updated the information. The server sends the entire account information response if the LastUpdate is older.

The accounts might be bank accounts, credit card accounts, or investment accounts. This service-specific is indicated by AccServiceType. The following properties will be populated automatically (if applicable for the type of account) for each account aggregate returned in the response:

• LastUpdate
• Accounts

The availability and possible values for the Accounts properties depend on the AccServiceType and are described in details under each property description.