OFX FI details for Charles Schwab Bank, N.A.

The OFX financial institution information for Charles Schwab Bank, N.A. is as follows.

FI Id: 101
FI Org: ISC
FI Url: https://ofx.schwab.com/bankcgi_dev/ofx_server
FI Broker Id: SCHWAB.COM
OFX Version: 102

Charles Schwab Bank, N.A. has the following capabilities:

  • Account Discovery: yes

  • Banking Services: yes

    mail for banking services: no
    intra-bank transfers: no
    scheduled intra-bank transfers: no
    transfer sync requests: no

  • Credit Card Services: no

  • Bill-Pay Services: no

  • Investment Brokerage Services: no

Charles Schwab Bank, N.A. service signup is through the web, visit their website in order to sign up. The cost per month for online services is unknown, please contact them to find out.

Enrollment for web services automatically enrolls you for OFX services. The same password is used to access OFX services as is used to access services via their their website.
This institution allows users to change their PIN/password through OFX services. The password must be between 6 and 8 characters, and may contain alpha numeric space and special characters.


5190 Neil Road, Suite 300 Reno NV 89502
1-888-403-9000
Charles Schwab Bank, N.A.

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