Name:
Enter the name of the financial institution.
ID:
Enter the ID associated with the financial institution.
ORG Name:
Enter the organization name associated with the financial institution.
URL:
Enter the URL used by the financial institution for accepting OFX (transaction data) requests.
Port Number:
Enter the port number used by the financial institution for accepting OFX (transaction data) requests.
Bank ID:
Enter the Bank ID associated with the financial institution, if applicable. The routing number located on your checks and/or deposit slip is commonly used for the Bank ID.