OFX FI details for KMS Financial Services, Inc

The OFX financial institution information for KMS Financial Services, Inc is as follows.

FI Id: 031
FI Org: KMS Financial Services, Inc.
FI Url: https://ofx.netxclient.com/cgi/OFXNetx
FI Broker Id: kmsfinancial.com
OFX Version: 102

KMS Financial Services, Inc has the following capabilities:

  • Account Discovery: yes

  • Banking Services: no

  • Credit Card Services: no

  • Bill-Pay Services: no

  • Investment Brokerage Services: yes

    mail for investment services: no
    investment transaction downloads: yes
    position downloads: yes
    open orders downloads: no
    investment balance downloads: yes

KMS Financial Services, Inc 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.


2001 Sixth Avenue Ste 2801 Seattle WA 98121-9833
206-441-2885
Campbell@kms.com
KMS Financial Services, Inc

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