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Subject Author Date
Canadian Accounts JACL 05-01-2007
Posted by JACL on May 1, 2007, 4:00 pm
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I have US and Canadian accounts, and my Canadian Bank is a 'Participant
Institution' .. but when I download an OFX file Q2007 says 'Financial
Institution cannot be established' and stops with an error code.
When I compare this file with another file which works, I see the parameter
FI (Financial Institution) is missing but all the other info is the same.
Q2007 does not show the Canadian Bank on their Participant list and
therefore will not let me set up Online services.
Anybody know anything about this?

JACL



Posted by Fred Smith on May 1, 2007, 11:25 pm
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What bank do you use? Are you using Online Banking Booster or One Step Update?

--
Regards,
Fred


>I have US and Canadian accounts, and my Canadian Bank is a 'Participant
> Institution' .. but when I download an OFX file Q2007 says 'Financial
> Institution cannot be established' and stops with an error code.
> When I compare this file with another file which works, I see the parameter
> FI (Financial Institution) is missing but all the other info is the same.
> Q2007 does not show the Canadian Bank on their Participant list and
> therefore will not let me set up Online services.
> Anybody know anything about this?
>
> JACL
>
>



Posted by John Smith on May 2, 2007, 9:09 am
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The bank is TD Canada Trust, I've tried TD Waterhouse which is listed but it
doesn't work.

I do the download from the bank's website which creates a QFX (web connect)
now called OFX file, which can be 'imported' into quicken but unlike QIF
cannot be pointed to an account.

JACL

> What bank do you use? Are you using Online Banking Booster or One Step
Update?
>
> --
> Regards,
> Fred
>
>
> >I have US and Canadian accounts, and my Canadian Bank is a 'Participant
> > Institution' .. but when I download an OFX file Q2007 says 'Financial
> > Institution cannot be established' and stops with an error code.
> > When I compare this file with another file which works, I see the
parameter
> > FI (Financial Institution) is missing but all the other info is the
same.
> > Q2007 does not show the Canadian Bank on their Participant list and
> > therefore will not let me set up Online services.
> > Anybody know anything about this?
> >
> > JACL
> >
> >
>
>



Posted by Fred Smith on May 2, 2007, 6:48 pm
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TD Canada Trust definitely works with Web Connect, because I've done it before.
I also had no trouble linking the download to my account. However, I've not used
Q2007. I use 2005.

So, it's either a bug in 2007, or there's something wrong with your setup.

Sorry I can't help you any further.

--
Regards,
Fred


> The bank is TD Canada Trust, I've tried TD Waterhouse which is listed but it
> doesn't work.
>
> I do the download from the bank's website which creates a QFX (web connect)
> now called OFX file, which can be 'imported' into quicken but unlike QIF
> cannot be pointed to an account.
>
> JACL
>
>> What bank do you use? Are you using Online Banking Booster or One Step
> Update?
>>
>> --
>> Regards,
>> Fred
>>
>>
>> >I have US and Canadian accounts, and my Canadian Bank is a 'Participant
>> > Institution' .. but when I download an OFX file Q2007 says 'Financial
>> > Institution cannot be established' and stops with an error code.
>> > When I compare this file with another file which works, I see the
> parameter
>> > FI (Financial Institution) is missing but all the other info is the
> same.
>> > Q2007 does not show the Canadian Bank on their Participant list and
>> > therefore will not let me set up Online services.
>> > Anybody know anything about this?
>> >
>> > JACL
>> >
>> >
>>
>>
>
>



Posted by John Pollard on May 2, 2007, 9:40 pm
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Fred Smith wrote:
> TD Canada Trust definitely works with Web Connect,
> because I've done it before. I also had no trouble
> linking the download to my account. However, I've not
> used Q2007. I use 2005.
> So, it's either a bug in 2007, or there's something wrong
> with your setup.
> Sorry I can't help you any further.

I thought that Quicken would only download from fi's for the
same country as the Quicken version. If true, and the op has
the US version of Quicken, is there any expectation of
downloading from a Canadian fi?

As potentially corroborating evidence, the op says the fi is not
in the Q2007 Participating Financial Institutions List ... which
is almost certain to mean that no download is possible.

Have I forgotten something?

>> The bank is TD Canada Trust, I've tried TD Waterhouse
>> which is listed but it doesn't work.
>>
>> I do the download from the bank's website which creates
>> a QFX (web connect) now called OFX file, which can be
>> 'imported' into quicken but unlike QIF cannot be pointed
>> to an account. JACL
>>
>>> What bank do you use? Are you using Online Banking
>>> Booster or One Step Update? --
>>> Regards,
>>> Fred
>>>
>>>
>>>> I have US and Canadian accounts, and my Canadian Bank
>>>> is a 'Participant Institution' .. but when I download
>>>> an OFX file Q2007 says 'Financial Institution cannot
>>>> be established' and stops with an error code. When I
>>>> compare this file with another file which
>>>> works, I see the
>> parameter
>>>> FI (Financial Institution) is missing but all the
>>>> other info is the
>> same.
>>>> Q2007 does not show the Canadian Bank on their
>>>> Participant list and therefore will not let me set up
>>>> Online services. Anybody know anything about this?
>>>>
>>>> JACL

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




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