Tips on Retrieving From Certain Brokers
Some brokers have special steps you must take before you can retrieve
from their OFX server. Please consult your broker or mutual fund company's web
site for instructions. The following are a few special tips on
For the User ID enter your Tax Identification Number (Social Security or
Employer Identification number) without dashes. For the Password
enter your American Century Investments' PAC/PIN, which you can
view/edit through their web site under "Update My Information / View or
Use your social security number as the "User ID" and your American Funds
password as the password.
Banc of America:
Use your "Intellibroker" user ID and password.
Use your Lehman Brothers online user ID and password.
If you are receiving an invalid logon message when retrieving
transactions or positions from Charles Schwab, please check that your
password is not longer than 8 characters. If your password is
longer than 8 characters, try entering only the first 8 characters.
Use your social security number with no dashes as the username (even
when you have a login ID for their web site).
Morgan Stanley Wealth Management:
Before retrieving, you must "enable downloads" on your account.
Also, when entering your account number use the first 9 digits.
USAA Investment Management:
Use your account number as the "User ID", and your PIN as the
Utah Educational Savings Plan-UESP:
Before accessing this service, log into the UESP website and agree to
their terms for online account access.