Download a statement closing information for a bank account.
public void getClosingInfo();
This function generates the Signon and Loan Statement Closing Information request page, submits it to the financial institution via secure HTTPS Post, receives and parses the closing loan statement information (that typically appears as part of a paper statement).
This information includes opening and closing dates and balances for a statement period, as well as a detailed breakdown of debits, credits, fees, and interest that are usually part of a paper statement. In addition to this information, you will also receive a date range for transactions that correspond to the closing statement. You can use this date range to retrieve transactions through statement download request (by calling the GetStatement method).
The following properties should be set when this method is called:
- FIId (required)
- FIOrganization (required)
- FIUrl (required)
- OFXAppId (required)
- OFXAppVersion (required)
- OFXVersion (required if 2.x OFX version is the one supported by your FI)
- OFXUser (required)
- OFXPassword (required)
- AccountId (required)
- AccountType (required)
The client can also specify a date range (by setting the StartDate and EndDate properties) to limit the number of closing information aggregates that the server returns. If the client does not specify a date range, the server returns as many closing information aggregates as it can (which will be stored in ClosingDetails).
If you want the server to return an image reference for each loan statement closing information, and if the server supports this service, you will have to set the IncludeImages to True.
The following read-only properties are populated as a result of parsing the statement response:
Note: Loan Statement Closing Information Download is supported only in OFX Versions 2.1.0 and 2.1.1. If your FI does not support this OFX version, then you will not be able to use this method.