Download OFX Version 2.2 (open for public comment):

OFX 2.2 Specification

OFX 2.2 Schema files (zipped)

OFX Implementation Guide for 2.2 and OAuth

Please click the Provide Feedback link below to submit feedback on the specification.

Provide Feedback




Download OFX Version 2.1.1 (equivalent to OFX 2.1 with MFA):

Zipped PDF w/ Schema


Download OFX Version 1.0.3 (equivalent to OFX 1.0.2 with MFA):

Zipped Spec files w/ DTD


Download OFX Version 2.0.3 (equivalent to OFX 2.0.2 with MFA):

Zipped PDF w/ Schema

OFX 2.0.3 is the same as OFX 2.1.1 but without loans and amortization, images, investment closing and Automatic 1-Way download. (It is therefore a smaller spec and more easily perused if the newer features aren’t needed.) Unlike OFX 1.0.3, 401K and Tax are included in OFX 2.0.3. OFX 2.x specifications are also XML (versus SGML) based.


Tax Specification/Schema for Tax Year 2017

Download specification and schema for core 2017 tax forms:

Zipped PDF with Schema OFX Tax 2017.zip

There are several updates for Tax Year 2017; please refer to the PDF specification document for a list of what’s new.

Note: The Tax schema is OFX 2.0.2; users should check with their Tax Software Company and change their schema accordingly if a newer version is required.


Download OFX Version 1.6 (last of the SGML specs):

Zipped PDF w/ DTD OFX 1.6.zip


Download OFX Version 1.0.2:

Spec w/ DTD OFX 1.0.2.zip


Download OFX Aggregation Specification 1.0:

OFX Aggregation Specification


Download schema for 2017 Schedules K-1 tax forms:

Zipped Schema OFXTax2017-Schedule-K1-Addon.zip

These add-on schema files are compatible with and are intended to augment the existing Tax Year 2017 schema files. To use these schema files, first download the "Zipped PDF with Schema OFX Tax 2017.zip" schema files and then extract these schema files, overwriting any duplicates. No additional specification (PDF) information is currently being provided for implementations.


Download schema for 2017 Additional tax forms:

Zipped Schema OFXTax2017-AdditionalTaxForms-Addon.zip

These add-on schema files are compatible with and are intended to augment the existing Tax Year 2017 schema files. To use these schema files, follow the instructions under "Download schema for 2017 Schedules K-1 tax forms". Then repeat the process, extracting these schema files, overwriting any duplicates. No additional specification (PDF) information is currently being provided for implementations.

Below is a list of the additional tax forms included in this add on schema:

1097-BTC : Bond Tax Credit

1098-C : Contributions of Motor Vehicles, Boats, and Airplanes

1099-A : Acquisition or Abandonment of Secured Property

1099-C : Cancellation of Debt

1099-CAP : Changes in Corporate Control and Capital Structure

1099-G : Certain Government Payments

1099-H : Health Coverage Tax Credit (HCTC) Advance Payments

1099-K : Merchant Card and Third-Party Network Payments

1099-LTC : Long-Term Care and Accelerated Death Benefits

1099-PATR : Taxable Distributions Received From Cooperatives

1099-Q : Payments From Qualified Education Programs

1099-S : Proceeds From Real Estate Transactions

1099-SA : Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

5498 : IRA Contribution Information

5498-ESA : Coverdell ESA Contribution Information

5498-SA : HSA, Archer MSA, or Medicare Advantage MSA Information

W-2G : Certain Gambling Winnings