4D E-Banking SDK 2022 .NET Edition
Version 22.0 [Build 8593]

InvStatement Component

Properties   Methods   Events   Config Settings   Errors  

The InvStatement component is a single component that supports the SignOn and Investment Statement Download functions of Open Financial eXchange, as described by the OFX Specification version 1.0.2.

Syntax

DPayments.InEBank.Invstatement

Remarks

This component adds detailed investment account statement download functionality to your desktop application, or allows your web application to fetch a user's investment statement without having to redirect to another website. All downloads are done using a secure HTTPS Post to send account sign on information to a financial institution. The InvStatement component receives the secure response and parses the response into its properties.

To use the InvStatement component first identify the financial institution by setting the FIId, FIOrganization and FIUrl, properties. Next identify the OFX user and application by setting the OFXUser, OFXPassword, OFXAppId and OFXAppVersion properties. Next set the BrokerId and AccountId properties to the appropriate values to identify the account for which you wish to download a statement.

The following properties provide additional control over the request:

IncludeTransactionsWhether you want the investment transactions to be included in the statement download.
StartDateTo constrain the investment transaction list.
EndDateTo constrain the investment transaction list.
IncludePositionsWhether you want the positions to be included in the statement download.
AsOfDateTo constrain the positions list.
IncludeOpenOrdersWhether you want the open orders to be included in the statement download.
IncludeBalancesWhether you want the account balances to be included in the statement download.

Once you have finished setting the properties that describe the statement you wish to download, use the GetStatement method to build and transmit the request automatically. When the response returns, the transaction(s) properties will be populated automatically, together with StartDate, EndDate and any other data the investment statement includes.

The server's response consists of five blocks of information:

  • Transactions: a combination of bank transaction detail records and investment transaction detail records. Transactions only within the specified start and stop dates are sent.
  • Positions: positions a user has at a brokerage. Each statement response contains a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.
  • Balances: current balances typically reported on an FI statement, such as cash balance or buying power. They can also convey other items of interest, such as current interest rates.
  • Open Orders: current open trading orders that a user has at a brokerage.
  • Securities: any security referenced in either transactions, positions, or open orders.

Property List


The following is the full list of the properties of the component with short descriptions. Click on the links for further details.

AccountIdThe account number used for the next statement download.
AsOfDateDate for returned list of positions.
AvailableCashCash balance across all sub-accounts.
BalancesA list of balances in an investment statement for the date range ( StartDate and EndDate ) selected.
BrokerIdUnique identifier for the FI.
BuyingPowerBuying power.
ClosingDetailsA list of investment statement closing information for the date range ( StartDate and EndDate ) selected.
CurrencyCodeDefault currency code for this statement.
EndDateEnd date of requested transaction list.
FIIdFinancial institution identifier.
FIOrganizationFinancial institution organization name.
FirewallA set of properties related to firewall access.
FIUrlFinancial institution URL.
ImageFileNameFilename and location to save the image content of a transaction or statement.
IncludeBalancesSpecifies whether or not to include balances in the statement download.
IncludeImagesWhether the server has to return data for bank transactions or closing statements images.
IncludeOpenOrdersSpecifies whether or not to include open orders in the response.
IncludePositionsSpecifies whether or not to include positions in the statement download.
IncludeTransactionsWhether to include transactions in the statement download.
MarginBalanceMargin balance.
MarketingInfoMarketing information (at most one).
OFXAccessKeyAccess key value received after a MFA authentication in a previous signon.
OFXAppIdOFX application identifier.
OFXAppVersionOFX application version.
OFXPasswordUser's password.
OFXRequestThe current OFX request aggregate.
OFXResponseThe current OFX response aggregate.
OFXUserUser's id.
OFXVersionOFX API version
OpenOrdersA list of open orders in an investment statement for the date range ( StartDate and EndDate ) selected.
PositionsA list of positions in an investment statement for the date range ( StartDate and EndDate ) selected.
SecuritiesA list of securities in an investment statement for the date range ( StartDate and EndDate ) selected.
ShortBalanceMarket value of all short positions.
SSLAcceptServerCertInstructs the component to unconditionally accept the server certificate that matches the supplied certificate.
SSLCertThe certificate to be used during SSL negotiation.
SSLProviderThis specifies the SSL/TLS implementation to use.
SSLServerCertThe server certificate for the last established connection.
StartDateStart date of requested transaction list.
StatementDateDate and time for the statement download.
TimeoutA timeout for the component.
TransactionsA list of transactions in an investment statement for the date range ( StartDate and EndDate ) selected.

Method List


The following is the full list of the methods of the component with short descriptions. Click on the links for further details.

ConfigSets or retrieves a configuration setting.
GetClosingInfoDownload a statement closing information for an investment account.
GetImageRequest and retrieve a check or statement image (if available).
GetStatementDownloads statement for an investment account.
ReadOFXDataFileReads an OFX response from a file.
ResetReset the internal state of the component and all properties to their default values.
WriteOFXDataFileWrites the OFX response sent by the server to a file.

Event List


The following is the full list of the events fired by the component with short descriptions. Click on the links for further details.

ConnectionStatusThis event is fired to indicate changes in the connection state.
ErrorInformation about errors during data delivery.
SSLServerAuthenticationFired after the server presents its certificate to the client.
SSLStatusShows the progress of the secure connection.

Config Settings


The following is a list of config settings for the component with short descriptions. Click on the links for further details.

AuthTokenAuthentication token required for this signon session only.
ClientUIdUnique ID identifying OFX Client.
CorrectAction[i]The action taken to a previously sent transaction corrected by the current one.
CorrectFITID[i]The FITID of a previously sent transaction corrected by the current one.
CurrencyFormatThe format to be used for returning currency values.
DateFormatThe format to be used for input and output dates.
GetResponseVarParses additional information out of the response.
NewPasswordNew password for the current OFX user.
OFXDateFormatThe date format as required by OFX FI server.
OFXLogLog file for the OFX transaction.
ServerMessageServer message if a warning or other information returned.
UserCred1AAdditional user credential required by server.
UserCred2AAdditional user credential required by server.
AcceptEncodingUsed to tell the server which types of content encodings the client supports.
AllowHTTPCompressionThis property enables HTTP compression for receiving data.
AllowHTTPFallbackWhether HTTP/2 connections are permitted to fallback to HTTP/1.1.
AllowNTLMFallbackWhether to allow fallback from Negotiate to NTLM when authenticating.
AppendWhether to append data to LocalFile.
AuthorizationThe Authorization string to be sent to the server.
BytesTransferredContains the number of bytes transferred in the response data.
ChunkSizeSpecifies the chunk size in bytes when using chunked encoding.
CompressHTTPRequestSet to true to compress the body of a PUT or POST request.
EncodeURLIf set to True the URL will be encoded by the component.
FollowRedirectsDetermines what happens when the server issues a redirect.
GetOn302RedirectIf set to True the component will perform a GET on the new location.
HTTP2HeadersWithoutIndexingHTTP2 headers that should not update the dynamic header table with incremental indexing.
HTTPVersionThe version of HTTP used by the component.
IfModifiedSinceA date determining the maximum age of the desired document.
KeepAliveDetermines whether the HTTP connection is closed after completion of the request.
KerberosSPNThe Service Principal Name for the Kerberos Domain Controller.
LogLevelThe level of detail that is logged.
MaxHeadersInstructs component to save the amount of headers specified that are returned by the server after a Header event has been fired.
MaxHTTPCookiesInstructs component to save the amount of cookies specified that are returned by the server when a SetCookie event is fired.
MaxRedirectAttemptsLimits the number of redirects that are followed in a request.
NegotiatedHTTPVersionThe negotiated HTTP version.
OtherHeadersOther headers as determined by the user (optional).
ProxyAuthorizationThe authorization string to be sent to the proxy server.
ProxyAuthSchemeThe authorization scheme to be used for the proxy.
ProxyPasswordA password if authentication is to be used for the proxy.
ProxyPortPort for the proxy server (default 80).
ProxyServerName or IP address of a proxy server (optional).
ProxyUserA user name if authentication is to be used for the proxy.
SentHeadersThe full set of headers as sent by the client.
StatusLineThe first line of the last response from the server.
TransferredDataThe contents of the last response from the server.
TransferredDataLimitThe maximum number of incoming bytes to be stored by the component.
TransferredHeadersThe full set of headers as received from the server.
TransferredRequestThe full request as sent by the client.
UseChunkedEncodingEnables or Disables HTTP chunked encoding for transfers.
UseIDNsWhether to encode hostnames to internationalized domain names.
UsePlatformDeflateWhether to use the platform implementation to decompress compressed responses.
UsePlatformHTTPClientWhether or not to use the platform HTTP client.
UseProxyAutoConfigURLWhether to use a Proxy auto-config file when attempting a connection.
UserAgentInformation about the user agent (browser).
CloseStreamAfterTransferIf true, the component will close the upload or download stream after the transfer.
ConnectionTimeoutSets a separate timeout value for establishing a connection.
FirewallAutoDetectTells the component whether or not to automatically detect and use firewall system settings, if available.
FirewallHostName or IP address of firewall (optional).
FirewallListenerIf true, the component binds to a SOCKS firewall as a server (TCPClient only).
FirewallPasswordPassword to be used if authentication is to be used when connecting through the firewall.
FirewallPortThe TCP port for the FirewallHost;.
FirewallTypeDetermines the type of firewall to connect through.
FirewallUserA user name if authentication is to be used connecting through a firewall.
KeepAliveIntervalThe retry interval, in milliseconds, to be used when a TCP keep-alive packet is sent and no response is received.
KeepAliveTimeThe inactivity time in milliseconds before a TCP keep-alive packet is sent.
LingerWhen set to True, connections are terminated gracefully.
LingerTimeTime in seconds to have the connection linger.
LocalHostThe name of the local host through which connections are initiated or accepted.
LocalPortThe port in the local host where the component binds.
MaxLineLengthThe maximum amount of data to accumulate when no EOL is found.
MaxTransferRateThe transfer rate limit in bytes per second.
ProxyExceptionsListA semicolon separated list of hosts and IPs to bypass when using a proxy.
TCPKeepAliveDetermines whether or not the keep alive socket option is enabled.
TcpNoDelayWhether or not to delay when sending packets.
UseIPv6Whether to use IPv6.
UseNTLMv2Whether to use NTLM V2.
CACertFilePathsThe paths to CA certificate files when using Mono on Unix/Linux.
LogSSLPacketsControls whether SSL packets are logged when using the internal security API.
ReuseSSLSessionDetermines if the SSL session is reused.
SSLCACertsA newline separated list of CA certificate to use during SSL client authentication.
SSLCheckCRLWhether to check the Certificate Revocation List for the server certificate.
SSLCheckOCSPWhether to use OCSP to check the status of the server certificate.
SSLCipherStrengthThe minimum cipher strength used for bulk encryption.
SSLEnabledCipherSuitesThe cipher suite to be used in an SSL negotiation.
SSLEnabledProtocolsUsed to enable/disable the supported security protocols.
SSLEnableRenegotiationWhether the renegotiation_info SSL extension is supported.
SSLIncludeCertChainWhether the entire certificate chain is included in the SSLServerAuthentication event.
SSLKeyLogFileThe location of a file where per-session secrets are written for debugging purposes.
SSLNegotiatedCipherReturns the negotiated ciphersuite.
SSLNegotiatedCipherStrengthReturns the negotiated ciphersuite strength.
SSLNegotiatedCipherSuiteReturns the negotiated ciphersuite.
SSLNegotiatedKeyExchangeReturns the negotiated key exchange algorithm.
SSLNegotiatedKeyExchangeStrengthReturns the negotiated key exchange algorithm strength.
SSLNegotiatedVersionReturns the negotiated protocol version.
SSLSecurityFlagsFlags that control certificate verification.
SSLServerCACertsA newline separated list of CA certificate to use during SSL server certificate validation.
TLS12SignatureAlgorithmsDefines the allowed TLS 1.2 signature algorithms when SSLProvider is set to Internal.
TLS12SupportedGroupsThe supported groups for ECC.
TLS13KeyShareGroupsThe groups for which to pregenerate key shares.
TLS13SignatureAlgorithmsThe allowed certificate signature algorithms.
TLS13SupportedGroupsThe supported groups for (EC)DHE key exchange.
AbsoluteTimeoutDetermines whether timeouts are inactivity timeouts or absolute timeouts.
FirewallDataUsed to send extra data to the firewall.
InBufferSizeThe size in bytes of the incoming queue of the socket.
OutBufferSizeThe size in bytes of the outgoing queue of the socket.
BuildInfoInformation about the product's build.
GUIAvailableTells the component whether or not a message loop is available for processing events.
LicenseInfoInformation about the current license.
MaskSensitiveWhether sensitive data is masked in log messages.
UseInternalSecurityAPITells the component whether or not to use the system security libraries or an internal implementation.

AccountId Property (InvStatement Component)

The account number used for the next statement download.

Syntax

public string AccountId { get; set; }
Public Property AccountId As String

Default Value

""

Remarks

This is the account number for which the user wishes to download a statement. This is used during signon. This property is required to be specified when the GetStatement method is called and is also included in the server response.

AsOfDate Property (InvStatement Component)

Date for returned list of positions.

Syntax

public string AsOfDate { get; set; }
Public Property AsOfDate As String

Default Value

""

Remarks

This property is optional. It must be specified when IncludePositions property is set to True. If it is not included with the request, the server should return the most current position information available.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

AvailableCash Property (InvStatement Component)

Cash balance across all sub-accounts.

Syntax

public string AvailableCash { get; }
Public ReadOnly Property AvailableCash As String

Default Value

""

Remarks

This should include sweep funds as well.

This field is always returned with the balance information if such information is requested to be included (IncludeBalances was set to True) in the investment statement download request (when calling the GetStatement method).

This property is read-only.

Balances Property (InvStatement Component)

A list of balances in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

public BalanceDetailList Balances { get; }
Public ReadOnly Property Balances As BalanceDetailList

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each BalIndex = 0 to BalCount - 1.

Each investment balance has a Aggregate, Amount, BalType, Description, Name, and TypeDescription tied to it.

This property is read-only and not available at design time.

BrokerId Property (InvStatement Component)

Unique identifier for the FI.

Syntax

public string BrokerId { get; set; }
Public Property BrokerId As String

Default Value

""

Remarks

This property holds the identifier of the OFX Financial Institution and is used during signon. This value is unique for each organization name.

It is required to be specified when the GetStatement method is called and is also included in the server response.

BuyingPower Property (InvStatement Component)

Buying power.

Syntax

public string BuyingPower { get; }
Public ReadOnly Property BuyingPower As String

Default Value

""

Remarks

The amount of money available to buy securities. In a margin account, the buying power is the total cash held in the brokerage account plus maximum margin available.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

This property is read-only.

ClosingDetails Property (InvStatement Component)

A list of investment statement closing information for the date range ( StartDate and EndDate ) selected.

Syntax

public ClosingDetailList ClosingDetails { get; }
Public ReadOnly Property ClosingDetails As ClosingDetailList

Remarks

This collection is populated when the GetClosingInfo and ReadOFXDataFile methods are called. It should be inspected for each ClosingDetailIndex = 0 to ClosingDetailCount - 1.

Each statement closing information has a Aggregate, FITID, ImageRef, and ImageRefType tied to it.

This is applicable only for OFX Version 2.1.x.

This property is read-only and not available at design time.

CurrencyCode Property (InvStatement Component)

Default currency code for this statement.

Syntax

public string CurrencyCode { get; }
Public ReadOnly Property CurrencyCode As String

Default Value

""

Remarks

Indicates how to interpret the monetary amounts in the current statement. This is a 3-character ISO-4217 currency code, such as USD and EUR.

This property is read-only.

EndDate Property (InvStatement Component)

End date of requested transaction list.

Syntax

public string EndDate { get; set; }
Public Property EndDate As String

Default Value

""

Remarks

Date range if transactions should be downloaded. This is a string representing the date at which to stop listing transactions on the statement. Use this property and StartDate to constrain the list of transactions retrieved when calling GetStatement. This property is optional and can be specified when IncludeTransactions property is set to True. If this is empty, today's date will be passed in the request by default.

This is the value that should be sent in the next StartDate request to insure that no transactions are missed.

The EndDate will be returned in the server's response either with the value provided in the request, or as today's date if an end date was not included in the request.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

FIId Property (InvStatement Component)

Financial institution identifier.

Syntax

public string FIId { get; set; }
Public Property FIId As String

Default Value

""

Remarks

FIId holds the identifier of the OFX Financial Institution and is used during signon. This value is unique for each organization name.

FIOrganization Property (InvStatement Component)

Financial institution organization name.

Syntax

public string FIOrganization { get; set; }
Public Property FIOrganization As String

Default Value

""

Remarks

This is the name of the OFX Financial Institution and is used during signon. Each organization has a unique FIId that must also be used at signon.

Firewall Property (InvStatement Component)

A set of properties related to firewall access.

Syntax

public Firewall Firewall { get; set; }
Public Property Firewall As Firewall

Remarks

This is a Firewall type property which contains fields describing the firewall through which the component will attempt to connect.

FIUrl Property (InvStatement Component)

Financial institution URL.

Syntax

public string FIUrl { get; set; }
Public Property FIUrl As String

Default Value

""

Remarks

This is the URL of the OFX Financial Institution to which the component will signon and fetch data.

ImageFileName Property (InvStatement Component)

Filename and location to save the image content of a transaction or statement.

Syntax

public string ImageFileName { get; set; }
Public Property ImageFileName As String

Default Value

""

Remarks

When calling the GetImage method, the image content is returned by that method. If you want the image content to be written to disk, you can set the ImageFileName to a desired file name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

If the filename exists, you can choose to overwrite it or not by setting the Overwrite config setting (which defaults to True).

Note: Image download is available only for OFX version 2.1.1. When this method is called, the OFXVersion is automatically set to '211'.

IncludeBalances Property (InvStatement Component)

Specifies whether or not to include balances in the statement download.

Syntax

public bool IncludeBalances { get; set; }
Public Property IncludeBalances As Boolean

Default Value

True

Remarks

This property is required when the GetStatement method is called.

IncludeImages Property (InvStatement Component)

Whether the server has to return data for bank transactions or closing statements images.

Syntax

public bool IncludeImages { get; set; }
Public Property IncludeImages As Boolean

Default Value

False

Remarks

If False (default value), the server will not return any image references in the response.

Otherwise, if the FI supports image download service :

  • when the GetStatement method is called, the server will return the image references for each transaction (e.g., check image).
  • when the GetClosingInfo method is called, the server will return a reference to the statement closing information image.

These references can then be used as parameters when the GetImage method is called.

This is optional and supported in OFX 2.1.1 version only (i.e., if this is requested, the OFXVersion should be set to '211').

Note: Clients may request images in statement download and/or closing requests in various message sets. But not all FIs support image download. Prior to requesting these images, clients must verify that support exists on the server for image download. This is indicated by the presence of the IMAGEMSGSET aggregate in the profile response, as well as the IMAGEPROF aggregate in the profile response for the specific message set in question.

For instance, if a client wishes to request transaction images in the banking statement download request, the client must verify the presence of IMAGEMSGSET in the profile as well as transaction image support in the IMAGEPROF aggregate in the BANKMSGSET in the profile. Image download requests are allowed only in OFX 2.1.1 in the Banking, Credit Card, Loan and Investments message sets.

To verify whether your FI supports this service, you should check its profile (by calling the GetProfile method in FIProfile component) and check the values of FIMessageSetTxImage and FIMessageSetClosingInfoImage for each message set (bank, credit card, loan and investment).

IncludeOpenOrders Property (InvStatement Component)

Specifies whether or not to include open orders in the response.

Syntax

public bool IncludeOpenOrders { get; set; }
Public Property IncludeOpenOrders As Boolean

Default Value

True

Remarks

This property is required when the GetStatement method is called.

IncludePositions Property (InvStatement Component)

Specifies whether or not to include positions in the statement download.

Syntax

public bool IncludePositions { get; set; }
Public Property IncludePositions As Boolean

Default Value

True

Remarks

This property is required when the GetStatement method is called.

IncludeTransactions Property (InvStatement Component)

Whether to include transactions in the statement download.

Syntax

public bool IncludeTransactions { get; set; }
Public Property IncludeTransactions As Boolean

Default Value

True

Remarks

This property is required when the GetStatement method is called.

MarginBalance Property (InvStatement Component)

Margin balance.

Syntax

public string MarginBalance { get; }
Public ReadOnly Property MarginBalance As String

Default Value

""

Remarks

A positive balance indicates a positive cash balance, while a negative balance indicates the customer has borrowed funds.

This field is always returned with the balance information if such information is requested to be included (IncludeBalances was set to True) in the investment statement download request (when calling the GetStatement method).

This property is read-only.

MarketingInfo Property (InvStatement Component)

Marketing information (at most one).

Syntax

public string MarketingInfo { get; }
Public ReadOnly Property MarketingInfo As String

Default Value

""

Remarks

Optional. This information might be returned when the GetStatement method is called.

This property is read-only.

OFXAccessKey Property (InvStatement Component)

Access key value received after a MFA authentication in a previous signon.

Syntax

public string OFXAccessKey { get; set; }
Public Property OFXAccessKey As String

Default Value

""

Remarks

This might be returned in the server response after a MFA authentication (i.e. MFA challenge question/answer pairs were validated by the server when the SendChallengeAnswers method in FIProfile component was called).

To prevent servers from needing to authenticate the user in each OFX request, the server may respond to a correct set of challenge answers with a OFXAccessKey on the signon response (when the SendChallengeAnswers method in FIProfile component was called).

The server determines the contents of this optional element. On each subsequent signon request, the client will send the last value of the OFXAccessKey it has received, even after the end of the current session. The server has the option to respond to any subsequent request with a 3000 error code, requiring the client to send the MFA challenge questions request again (by calling the RequestChallengeQuestions method in FIProfile component). This allows the server to determine the lifetime of the OFXAccessKey.

OFXAppId Property (InvStatement Component)

OFX application identifier.

Syntax

public string OFXAppId { get; set; }
Public Property OFXAppId As String

Default Value

""

Remarks

This is the unique identifier of the user's OFX application.

OFXAppVersion Property (InvStatement Component)

OFX application version.

Syntax

public string OFXAppVersion { get; set; }
Public Property OFXAppVersion As String

Default Value

""

Remarks

This is the version of the user's OFX application.

OFXPassword Property (InvStatement Component)

User's password.

Syntax

public string OFXPassword { get; set; }
Public Property OFXPassword As String

Default Value

""

Remarks

This is the password used when signing on to the OFX Financial Institution's service.

OFXRequest Property (InvStatement Component)

The current OFX request aggregate.

Syntax

public string OFXRequest { get; }
Public ReadOnly Property OFXRequest As String

Default Value

""

Remarks

Polling OFXRequest will cause the component to generate and return an OFX request aggregate.

This property is read-only and not available at design time.

OFXResponse Property (InvStatement Component)

The current OFX response aggregate.

Syntax

public string OFXResponse { get; set; }
Public Property OFXResponse As String

Default Value

""

Remarks

This can be used especially for debugging purposes. This can also be used to parse an OFX Response. To do so, you can set the OFX Response data (in string format) to OFXResponse. Once set, the supplied OFX data will be parsed and will populate the same read-only properties that ReadOFXDataFile does.

This property is not available at design time.

OFXUser Property (InvStatement Component)

User's id.

Syntax

public string OFXUser { get; set; }
Public Property OFXUser As String

Default Value

""

Remarks

This is the UserID used when signing on to the OFX Financial Institution's service.

OFXVersion Property (InvStatement Component)

OFX API version

Syntax

public string OFXVersion { get; set; }
Public Property OFXVersion As String

Default Value

"102"

Remarks

This is the OFX API version used in all requests sent to your FI server (such as 1.0.2, 2.0.1, 2.1.1, etc.). Valid values: 102, 103, 200, 201, 203, 210, 211. Note that not all OFX Versions are supported by FIs.

Note: If the OFXVersion is set to 1x, the request and the response are going to be in SGML format. If set to 2x, the request will be in XML format (the response format depends on the FI's server capabilities). Note that if the OFX FI server does not support version 2x, the server will return an error (such as 'Bad Request').

Certain services are available only for a specific OFX version. For example, image download, is available only in OFX version 2.1.1.

OpenOrders Property (InvStatement Component)

A list of open orders in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

public OpenOrderDetailList OpenOrders { get; }
Public ReadOnly Property OpenOrders As OpenOrderDetailList

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each OOIndex = 0 to OOCount - 1.

Each open order has a Aggregate, BuyType, DatePlaced, Duration, FITID, Memo, OOType, Restriction, SecurityId, SellType, SubAccountType, TypeDescription, UnitType, and Units tied to it.

This property is read-only and not available at design time.

Positions Property (InvStatement Component)

A list of positions in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

public PositionDetailList Positions { get; }
Public ReadOnly Property Positions As PositionDetailList

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each PosIndex = 0 to PosCount - 1.

Each position has a Aggregate, Account, DatePriceAsOf, MarketValue, Memo, Option, PosType, SecurityId, TypeDescription, UnitPrice, and Units tied to it.

This property is read-only and not available at design time.

Securities Property (InvStatement Component)

A list of securities in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

public SecurityDetailList Securities { get; }
Public ReadOnly Property Securities As SecurityDetailList

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each SecIndex = 0 to SecCount - 1.

Each investment security has a Aggregate, AssetClass, FITID, Memo, Name, SecType, SecurityId, Ticker, UnitPrice, Yield, and TypeDescription tied to it.

This property is read-only and not available at design time.

ShortBalance Property (InvStatement Component)

Market value of all short positions.

Syntax

public string ShortBalance { get; }
Public ReadOnly Property ShortBalance As String

Default Value

""

Remarks

This field is always returned with the balance information if such information is requested to be included (IncludeBalances was set to True) in the investment statement download request (when calling the GetStatement method).

This property is read-only.

SSLAcceptServerCert Property (InvStatement Component)

Instructs the component to unconditionally accept the server certificate that matches the supplied certificate.

Syntax

public Certificate SSLAcceptServerCert { get; set; }
Public Property SSLAcceptServerCert As Certificate

Remarks

If it finds any issues with the certificate presented by the server, the component will normally terminate the connection with an error.

You may override this behavior by supplying a value for SSLAcceptServerCert. If the certificate supplied in SSLAcceptServerCert is the same as the certificate presented by the server, then the server certificate is accepted unconditionally, and the connection will continue normally.

Please note that this functionality is provided only for cases where you otherwise know that you are communicating with the right server. If used improperly, this property may create a security breach. Use it at your own risk.

SSLCert Property (InvStatement Component)

The certificate to be used during SSL negotiation.

Syntax

public Certificate SSLCert { get; set; }
Public Property SSLCert As Certificate

Remarks

The digital certificate that the component will use during SSL negotiation. Set this property to a valid certificate before starting SSL negotiation. To set a certificate, you may set the Encoded field to the encoded certificate. To select a certificate, use the store and subject fields.

SSLProvider Property (InvStatement Component)

This specifies the SSL/TLS implementation to use.

Syntax

public InvstatementSSLProviders SSLProvider { get; set; }

enum InvstatementSSLProviders { sslpAutomatic, sslpPlatform, sslpInternal }
Public Property SSLProvider As InvstatementSSLProviders

Enum InvstatementSSLProviders sslpAutomatic sslpPlatform sslpInternal End Enum

Default Value

0

Remarks

This property specifies the SSL/TLS implementation to use. In most cases the default value of 0 (Automatic) is recommended and should not be changed. When set to 0 (Automatic) the component will select whether to use the platform implementation or the internal implementation depending on the operating system as well as the TLS version being used.

Possible values are:

0 (sslpAutomatic - default)Automatically selects the appropriate implementation.
1 (sslpPlatform) Uses the platform/system implementation.
2 (sslpInternal) Uses the internal implementation.

Additional Notes

In most cases using the default value (Automatic) is recommended. The component will select a provider depending on the current platform.

When Automatic is selected, on Windows the component will use the platform implementation. On Linux/macOS the component will use the internal implementation. When TLS 1.3 is enabled via SSLEnabledProtocols the internal implementation is used on all platforms.

The .NET Standard library will always use the internal implementation on all platforms.

SSLServerCert Property (InvStatement Component)

The server certificate for the last established connection.

Syntax

public Certificate SSLServerCert { get; }
Public ReadOnly Property SSLServerCert As Certificate

Remarks

SSLServerCert contains the server certificate for the last established connection.

SSLServerCert is reset every time a new connection is attempted.

This property is read-only.

StartDate Property (InvStatement Component)

Start date of requested transaction list.

Syntax

public string StartDate { get; set; }
Public Property StartDate As String

Default Value

""

Remarks

This is a string representing the date at which to start listing transactions on the statement. Use this property and EndDate to constrain the list of transactions retrieved when calling GetStatement. When provided in the request, StartDate value will be echoed in the server's response.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

Note: This property is optional and can be specified when IncludeTransactions property is set to True.

StatementDate Property (InvStatement Component)

Date and time for the statement download.

Syntax

public string StatementDate { get; }
Public ReadOnly Property StatementDate As String

Default Value

""

Remarks

This property is always returned in the server's response when calling the GetStatement method.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This property is read-only.

Timeout Property (InvStatement Component)

A timeout for the component.

Syntax

public int Timeout { get; set; }
Public Property Timeout As Integer

Default Value

60

Remarks

If the Timeout property is set to 0, all operations will run uninterrupted until successful completion or an error condition is encountered.

If Timeout is set to a positive value, the component will wait for the operation to complete before returning control.

The component will use DoEvents to enter an efficient wait loop during any potential waiting period, making sure that all system events are processed immediately as they arrive. This ensures that the host application does not "freeze" and remains responsive.

If Timeout expires, and the operation is not yet complete, the component throws an exception.

Please note that by default, all timeouts are inactivity timeouts, i.e. the timeout period is extended by Timeout seconds when any amount of data is successfully sent or received.

The default value for the Timeout property is 60 seconds.

Transactions Property (InvStatement Component)

A list of transactions in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

public InvTransactionDetailList Transactions { get; }
Public ReadOnly Property Transactions As InvTransactionDetailList

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each TxIndex = 0 to TxCount - 1.

Each investment bank transaction has a Aggregate, Date, DateSettle, FITID, Memo, Name, SecurityId, SubAccountFund, SubAccountSec, Total, TxType, TypeDescription, UnitPrice, and Units tied to it.

This property is read-only and not available at design time.

Config Method (InvStatement Component)

Sets or retrieves a configuration setting.

Syntax

public string Config(string configurationString);
Public Function Config(ByVal ConfigurationString As String) As String

Remarks

Config is a generic method available in every component. It is used to set and retrieve configuration settings for the component.

These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the component, access to these internal properties is provided through the Config method.

To set a configuration setting named PROPERTY, you must call Config("PROPERTY=VALUE"), where VALUE is the value of the setting expressed as a string. For boolean values, use the strings "True", "False", "0", "1", "Yes", or "No" (case does not matter).

To read (query) the value of a configuration setting, you must call Config("PROPERTY"). The value will be returned as a string.

GetClosingInfo Method (InvStatement Component)

Download a statement closing information for an investment account.

Syntax

public void GetClosingInfo();
Public Sub GetClosingInfo()

Remarks

This is applicable and supported in OFX 2.1.1 version only (i.e., when this method is called, the OFXVersion should be set to '211').

This function generates the Signon and Investment Statement Closing Information request page, submits it to the financial institution via secure HTTPS Post, receives and parses the closing statement information.

The server response includes the FI transaction unique Id and image data information (when available).

The following properties should be set when this method is called:

The client can also specify a date range (by setting the StartDate and EndDate properties) to limit the number of closing information aggregates that the server returns. If the client does not specify a date range, the server returns as many closing information aggregates as it can (which will be stored in ClosingDetails).

If you want the server to return an image reference for each statement closing information, and if the server supports this service, you will have to set the IncludeImages to True.

The following read-only properties are populated as a result of parsing the statement response:

GetImage Method (InvStatement Component)

Request and retrieve a check or statement image (if available).

Syntax

public byte[] GetImage(string imageRef, string imageRefType);
Public Function GetImage(ByVal ImageRef As String, ByVal ImageRefType As String) As String

Remarks

This function generates the Signon and Download Image request page, submits it to the financial institution via secure HTTPS Post.

The requested image of a check or statement closing information is identified by ImageRef parameter. The type of this image reference should be specified by ImageRefType parameter.

Possible values and their meanings for the ImageRefType parameter are:

OPAQUE (default value) The component will send an OFX request to access this image. This request will be in the form of a normal OFX request (complete with Signon) and the login credentials are required to authenticate the client. However, whereas the request file contains typical OFX syntax, the successful response returned is in the form of raw bytes. If a failure condition occurs, the component will return an error with a specific message.
URL The URL identifies a service on an FI server that can accept an image request and produce a response. The component issues an HTTP request (over SSL) to the URL specified by the ImageRef parameter. The client will then authenticate. Once this authentication takes place, the image can be displayed
FORMURL The component issues an HTTP request (over SSL), with encoded data specified in the URL retrieved from the ImageRef parameter. The image can then be displayed.

If you want the server to return image references for each transaction or statement closing information, and if the server supports image download service via OFX, you will have to set the IncludeImages to True when either GetStatement or GetClosingInfo method is called.

If available, then you can access that particular image by calling the GetImage method, where ImageRef parameter value is set to the image reference stored in ImageRef (or ImageRef) and the ImageRefType parameter is set to the respective ImageRefType (or ImageRefType) corresponding to the requested check or statement.

Upon successful response, the image content will be returned by this method. If you want the image to be saved to a file, you can set the ImageFileName to a desired name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

Otherwise, the component will throw an error.

Image download is available only for OFX version 2.1.1. When this method is called, the OFXVersion is automatically set to '211'.

Note: Clients may request images in statement download and/or closing requests in various message sets. But not all FIs support image download. Prior to requesting these images, clients must verify that support exists on the server for image download. This is indicated by the presence of the IMAGEMSGSET aggregate in the profile response, as well as the IMAGEPROF aggregate in the profile response for the specific message set in question.

For instance, if a client wishes to request transaction images in the banking statement download request, the client must verify the presence of IMAGEMSGSET in the profile as well as transaction image support in the IMAGEPROF aggregate in the BANKMSGSET in the profile. Image download requests are allowed only in OFX 2.1.1 in the Banking, Credit Card, Loan and Investments message sets.

To verify whether your FI supports this service, you should check its profile (by calling the GetProfile method in FIProfile component) and check the values of FIMessageSetTxImage and FIMessageSetClosingInfoImage for each message set (bank, credit card, loan and investment).

GetStatement Method (InvStatement Component)

Downloads statement for an investment account.

Syntax

public void GetStatement();
Public Sub GetStatement()

Remarks

This function generates the Signon and Investment Statement request page, submits it to the financial institution via secure HTTPS Post, receives and parses the investment statement.

This allows a customer to receive investment transactions, positions, open orders, balances and list of securities that are typically part of a regular paper statement. By using the transaction IDs supplied by FIs, OFX makes it possible that each transaction is downloaded only once. Calling of this method requires to designate an account for the download and to indicate what type of data should be downloaded.

The following properties should be set when this method is called:

  • FIId (required)
  • FIOrganization (required)
  • FIUrl (required)
  • OFXAppId (required)
  • OFXAppVersion (required)
  • OFXVersion (required if 2.x OFX version is the one supported by your FI)
  • OFXUser (required)
  • OFXPassword (required)
  • BrokerId (required)
  • AccountId (required)
  • IncludeTransactions (required if the user does not want to include bank transactions in the current statement download - True by default)
  • IncludePositions (required if the user does not want to include positions as well in the current statement download - True by default)
  • IncludeOpenOrders (required if the user does not want to include open orders as well in the current statement download - True by default)
  • IncludeBalances (required if the user does not want to include balances as well in the current statement download - True by default)

If the user wants to download investment bank transactions (i.e., IncludeTransactions is set to True), a date range (that the transactions fall within) can be specified by setting the StartDate and EndDate. Otherwise, the server will use default values if no dates are supplied.

The following information is returned in server's response:

Date and time for statement (StatementDate).
Default currency for statement (CurrencyCode).
Account identifier (as entered in the request).
Investment transactions (only within the specified start and end dates) including banking transactions, which are a combination of bank transaction detail records and investment transaction detail records.
Open orders - current open trading orders that a user has at a brokerage.This is stored in OpenOrders.
Positions - positions a user has at a brokerage. Each statement response must contain a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.This is stored in Positions.
Account balances - current balances typically reported on an FI statement, such as cash balance or buying power. They can also convey other numbers of interest, such as current interest rates.This is stored in Balances.
Available Cash Balance (AvailableCash).
Short Balance (ShortBalance)
Margin Balance (MarginBalance).
Marketing message (MarketingInfo).
List of securities - any security referenced in either transactions, positions, open orders or explicitly requested. This is stored in Securities.

For a full list of all read-only properties that are populated as a result of parsing the statement response, please look at OFXDataFile method remarks.

ReadOFXDataFile Method (InvStatement Component)

Reads an OFX response from a file.

Syntax

public void ReadOFXDataFile(string fileName);
Public Sub ReadOFXDataFile(ByVal FileName As String)

Remarks

This method reads a previously recorded OFX response from a file, including HTTP and OFX headers.

The following read-only properties are populated as a result of parsing the data file:

Reset Method (InvStatement Component)

Reset the internal state of the component and all properties to their default values.

Syntax

public void Reset();
Public Sub Reset()

Remarks

The Reset method does not have any parameters and does not return any value.

WriteOFXDataFile Method (InvStatement Component)

Writes the OFX response sent by the server to a file.

Syntax

public void WriteOFXDataFile(string fileName);
Public Sub WriteOFXDataFile(ByVal FileName As String)

Remarks

This method records the entire OFX response, including HTTP and OFX headers to a file. This file can later be read and parsed by the ReadOFXDataFile method as though it were a live response.

ConnectionStatus Event (InvStatement Component)

This event is fired to indicate changes in the connection state.

Syntax

public event OnConnectionStatusHandler OnConnectionStatus;

public delegate void OnConnectionStatusHandler(object sender, InvstatementConnectionStatusEventArgs e);

public class InvstatementConnectionStatusEventArgs : EventArgs {
  public string ConnectionEvent { get; }
  public int StatusCode { get; }
  public string Description { get; }
}
Public Event OnConnectionStatus As OnConnectionStatusHandler

Public Delegate Sub OnConnectionStatusHandler(sender As Object, e As InvstatementConnectionStatusEventArgs)

Public Class InvstatementConnectionStatusEventArgs Inherits EventArgs
  Public ReadOnly Property ConnectionEvent As String
  Public ReadOnly Property StatusCode As Integer
  Public ReadOnly Property Description As String
End Class

Remarks

The ConnectionStatus event is fired when the connection state changes: for example, completion of a firewall or proxy connection or completion of a security handshake.

The ConnectionEvent parameter indicates the type of connection event. Values may include the following:

Firewall connection complete.
Secure Sockets Layer (SSL) or S/Shell handshake complete (where applicable).
Remote host connection complete.
Remote host disconnected.
SSL or S/Shell connection broken.
Firewall host disconnected.

StatusCode has the error code returned by the Transmission Control Protocol (TCP)/IP stack. Description contains a description of this code. The value of StatusCode is equal to the value of the error.

Error Event (InvStatement Component)

Information about errors during data delivery.

Syntax

public event OnErrorHandler OnError;

public delegate void OnErrorHandler(object sender, InvstatementErrorEventArgs e);

public class InvstatementErrorEventArgs : EventArgs {
  public int ErrorCode { get; }
  public string Description { get; }
}
Public Event OnError As OnErrorHandler

Public Delegate Sub OnErrorHandler(sender As Object, e As InvstatementErrorEventArgs)

Public Class InvstatementErrorEventArgs Inherits EventArgs
  Public ReadOnly Property ErrorCode As Integer
  Public ReadOnly Property Description As String
End Class

Remarks

The Error event is fired in case of exceptional conditions during message processing. Normally the component throws an exception.

ErrorCode contains an error code and Description contains a textual description of the error. For a list of valid error codes and their descriptions, please refer to the Error Codes section.

SSLServerAuthentication Event (InvStatement Component)

Fired after the server presents its certificate to the client.

Syntax

public event OnSSLServerAuthenticationHandler OnSSLServerAuthentication;

public delegate void OnSSLServerAuthenticationHandler(object sender, InvstatementSSLServerAuthenticationEventArgs e);

public class InvstatementSSLServerAuthenticationEventArgs : EventArgs {
  public string CertEncoded { get; }
public byte[] CertEncodedB { get; } public string CertSubject { get; } public string CertIssuer { get; } public string Status { get; } public bool Accept { get; set; } }
Public Event OnSSLServerAuthentication As OnSSLServerAuthenticationHandler

Public Delegate Sub OnSSLServerAuthenticationHandler(sender As Object, e As InvstatementSSLServerAuthenticationEventArgs)

Public Class InvstatementSSLServerAuthenticationEventArgs Inherits EventArgs
  Public ReadOnly Property CertEncoded As String
Public ReadOnly Property CertEncodedB As Byte() Public ReadOnly Property CertSubject As String Public ReadOnly Property CertIssuer As String Public ReadOnly Property Status As String Public Property Accept As Boolean End Class

Remarks

This event is where the client can decide whether to continue with the connection process or not. The Accept parameter is a recommendation on whether to continue or close the connection. This is just a suggestion: application software must use its own logic to determine whether to continue or not.

When Accept is False, Status shows why the verification failed (otherwise, Status contains the string "OK"). If it is decided to continue, you can override and accept the certificate by setting the Accept parameter to True.

SSLStatus Event (InvStatement Component)

Shows the progress of the secure connection.

Syntax

public event OnSSLStatusHandler OnSSLStatus;

public delegate void OnSSLStatusHandler(object sender, InvstatementSSLStatusEventArgs e);

public class InvstatementSSLStatusEventArgs : EventArgs {
  public string Message { get; }
}
Public Event OnSSLStatus As OnSSLStatusHandler

Public Delegate Sub OnSSLStatusHandler(sender As Object, e As InvstatementSSLStatusEventArgs)

Public Class InvstatementSSLStatusEventArgs Inherits EventArgs
  Public ReadOnly Property Message As String
End Class

Remarks

The event is fired for informational and logging purposes only. Used to track the progress of the connection.

BalanceDetail Type

This type corresponds to a single investment balance in the list of balances.

Remarks

BalanceDetail objects are used when listing balances (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

Fields

Aggregate
String

Wrapper for an investment balance.

This allows an FI to send any number of balances to the user, complete with description and Help text. The intent is to capture the same type of balance information present on the first page of many FI brokerage statements. This aggregate can also be used to send margin call information.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

Amount
String

The value of the current balance. Interpretation of this depends on the value of BalType field:

Value of BalTypeFormat of Amount
DOLLARFormatted as DDDD.cc
PERCENTFormatted as XXXX.YYYY
NUMBERFormatted as is

If a balance list is present in the server response, the Amount is always present in the response for each balance listed.

BalType
TBalTypes

The type of balance. Possible values for balance types and their meanings are as follows:

btDOLLAR (0)Dollar (Value formatted as DDDD.cc)
btPERCENT (1)percentage (Value formatted as XXXX.YYYY)
btNUMBER (2)number (Value formatted as is)
ptOTHER (255)Other

If a balance list is present in the server response, the BalType is always present in the response for each balance listed.

Description
String

A description of the current balance. If a balance list is present in the server response, the Description is always present in the response for each balance listed.

Name
String

The name for the current balance. If a balance list is present in the server response, the Name is always present in the response for each balance listed.

TypeDescription
String

A description of the balance type. This is a string representation of the value returned by the BalType field.

The corresponding description for each balance type are as follows:

btDOLLAR (0)Dollar
btPERCENT (1)Dollar
btNUMBER (2)Number
btOTHER (255)Other

Certificate Type

This is the digital certificate being used.

Remarks

This type describes the current digital certificate. The certificate may be a public or private key. The fields are used to identify or select certificates.

Fields

EffectiveDate
String

This is the date on which this certificate becomes valid. Before this date, it is not valid. The following example illustrates the format of an encoded date:

23-Jan-2000 15:00:00.

Encoded
String

This is the certificate (PEM/base64 encoded). This field is used to assign a specific certificate. The Store and Subject fields also may be used to specify a certificate.

When Encoded is set, a search is initiated in the current Store for the private key of the certificate. If the key is found, Subject is updated to reflect the full subject of the selected certificate; otherwise, Subject is set to an empty string.

EncodedB
Byte []

This is the certificate (PEM/base64 encoded). This field is used to assign a specific certificate. The Store and Subject fields also may be used to specify a certificate.

When Encoded is set, a search is initiated in the current Store for the private key of the certificate. If the key is found, Subject is updated to reflect the full subject of the selected certificate; otherwise, Subject is set to an empty string.

ExpirationDate
String

This is the date the certificate expires. After this date, the certificate will no longer be valid. The following example illustrates the format of an encoded date:

23-Jan-2001 15:00:00.

ExtendedKeyUsage
String

This is a comma-delimited list of extended key usage identifiers. These are the same as ASN.1 object identifiers (OIDs).

Fingerprint
String

This is the hex-encoded, 16-byte MD5 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: bc:2a:72:af:fe:58:17:43:7a:5f:ba:5a:7c:90:f7:02

FingerprintSHA1
String

This is the hex-encoded, 20-byte SHA-1 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 30:7b:fa:38:65:83:ff:da:b4:4e:07:3f:17:b8:a4:ed:80:be:ff:84

FingerprintSHA256
String

This is the hex-encoded, 32-byte SHA-256 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 6a:80:5c:33:a9:43:ea:b0:96:12:8a:64:96:30:ef:4a:8a:96:86:ce:f4:c7:be:10:24:8e:2b:60:9e:f3:59:53

Issuer
String

This is the issuer of the certificate. This field contains a string representation of the name of the issuing authority for the certificate.

PrivateKey
String

This is the private key of the certificate (if available). The key is provided as PEM/Base64-encoded data.

Note: The PrivateKey may be available but not exportable. In this case, PrivateKey returns an empty string.

PrivateKeyAvailable
Boolean

This field shows whether a PrivateKey is available for the selected certificate. If PrivateKeyAvailable is True, the certificate may be used for authentication purposes (e.g., server authentication).

PrivateKeyContainer
String

This is the name of the PrivateKey container for the certificate (if available). This functionality is available only on Windows platforms.

PublicKey
String

This is the public key of the certificate. The key is provided as PEM/Base64-encoded data.

PublicKeyAlgorithm
String

This field contains the textual description of the certificate's public key algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_DH") or an object identifier (OID) string representing the algorithm.

PublicKeyLength
Integer

This is the length of the certificate's public key (in bits). Common values are 512, 1024, and 2048.

SerialNumber
String

This is the serial number of the certificate encoded as a string. The number is encoded as a series of hexadecimal digits, with each pair representing a byte of the serial number.

SignatureAlgorithm
String

The field contains the text description of the certificate's signature algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_MD5RSA") or an object identifier (OID) string representing the algorithm.

Store
String

This is the name of the certificate store for the client certificate.

The StoreType field denotes the type of the certificate store specified by Store. If the store is password protected, specify the password in StorePassword.

Store is used in conjunction with the Subject field to specify client certificates. If Store has a value, and Subject or Encoded is set, a search for a certificate is initiated. Please see the Subject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

StoreB
Byte []

This is the name of the certificate store for the client certificate.

The StoreType field denotes the type of the certificate store specified by Store. If the store is password protected, specify the password in StorePassword.

Store is used in conjunction with the Subject field to specify client certificates. If Store has a value, and Subject or Encoded is set, a search for a certificate is initiated. Please see the Subject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

StorePassword
String

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

StoreType
CertStoreTypes

This is the type of certificate store for this certificate.

The component supports both public and private keys in a variety of formats. When the cstAuto value is used the component will automatically determine the type. This field can take one of the following values:

0 (cstUser - default)For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: this store type is not available in Java.
1 (cstMachine)For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
2 (cstPFXFile)The certificate store is the name of a PFX (PKCS12) file containing certificates.
3 (cstPFXBlob)The certificate store is a string (binary or base64-encoded) representing a certificate store in PFX (PKCS12) format.
4 (cstJKSFile)The certificate store is the name of a Java Key Store (JKS) file containing certificates. Note: this store type is only available in Java.
5 (cstJKSBlob)The certificate store is a string (binary or base64-encoded) representing a certificate store in Java Key Store (JKS) format. Note: this store type is only available in Java.
6 (cstPEMKeyFile)The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
7 (cstPEMKeyBlob)The certificate store is a string (binary or base64-encoded) that contains a private key and an optional certificate.
8 (cstPublicKeyFile)The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
9 (cstPublicKeyBlob)The certificate store is a string (binary or base64-encoded) that contains a PEM- or DER-encoded public key certificate.
10 (cstSSHPublicKeyBlob)The certificate store is a string (binary or base64-encoded) that contains an SSH-style public key.
11 (cstP7BFile)The certificate store is the name of a PKCS7 file containing certificates.
12 (cstP7BBlob)The certificate store is a string (binary) representing a certificate store in PKCS7 format.
13 (cstSSHPublicKeyFile)The certificate store is the name of a file that contains an SSH-style public key.
14 (cstPPKFile)The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
15 (cstPPKBlob)The certificate store is a string (binary) that contains a PPK (PuTTY Private Key).
16 (cstXMLFile)The certificate store is the name of a file that contains a certificate in XML format.
17 (cstXMLBlob)The certificate store is a string that contains a certificate in XML format.
18 (cstJWKFile)The certificate store is the name of a file that contains a JWK (JSON Web Key).
19 (cstJWKBlob)The certificate store is a string that contains a JWK (JSON Web Key).
21 (cstBCFKSFile)The certificate store is the name of a file that contains a BCFKS (Bouncy Castle FIPS Key Store). Note: this store type is only available in Java and .NET.
22 (cstBCFKSBlob)The certificate store is a string (binary or base64-encoded) representing a certificate store in BCFKS (Bouncy Castle FIPS Key Store) format. Note: this store type is only available in Java and .NET.
23 (cstPKCS11)The certificate is present on a physical security key accessible via a PKCS11 interface.

To use a security key the necessary data must first be collected using the CertMgr component. The ListStoreCertificates method may be called after setting CertStoreType to cstPKCS11, CertStorePassword to the PIN, and CertStore to the full path of the PKCS11 dll. The certificate information returned in the CertList event's CertEncoded parameter may be saved for later use.

When using a certificate, pass the previously saved security key information as the Store and set StorePassword to the PIN.

Code Example: SSH Authentication with Security Key certmgr.CertStoreType = CertStoreTypes.cstPKCS11; certmgr.OnCertList += (s, e) => { secKeyBlob = e.CertEncoded; }; certmgr.CertStore = @"C:\Program Files\OpenSC Project\OpenSC\pkcs11\opensc-pkcs11.dll"; certmgr.CertStorePassword = "123456"; //PIN certmgr.ListStoreCertificates(); sftp.SSHCert = new Certificate(CertStoreTypes.cstPKCS11, secKeyBlob, "123456", "*"); sftp.SSHUser = "test"; sftp.SSHLogon("myhost", 22);

99 (cstAuto)The store type is automatically detected from the input data. This setting may be used with both public and private keys and can detect any of the supported formats automatically.

Subject
String

This is the subject of the certificate used for client authentication.

This field will be populated with the full subject of the loaded certificate. When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks a random certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are displayed below.

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma it must be quoted.

SubjectAltNames
String

This field contains comma-separated lists of alternative subject names for the certificate.

ThumbprintMD5
String

This field contains the MD5 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

ThumbprintSHA1
String

This field contains the SHA-1 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

ThumbprintSHA256
String

This field contains the SHA-256 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

Usage
String

This field contains the text description of UsageFlags.

This value will be of one or more of the following strings and will be separated by commas:

  • Digital Signatures
  • Key Authentication
  • Key Encryption
  • Data Encryption
  • Key Agreement
  • Certificate Signing
  • Key Signing

If the provider is OpenSSL, the value is a comma-separated list of X.509 certificate extension names.

UsageFlags
Integer

This field contains the flags that show intended use for the certificate. The value of UsageFlags is a combination of the following flags:

0x80Digital Signatures
0x40Key Authentication
0x20Key Encryption
0x10Data Encryption
0x08Key Agreement
0x04Certificate Signing
0x02Key Signing

Please see the Usage field for a text representation of UsageFlags.

This functionality currently is not available when the provider is OpenSSL.

Version
String

This field contains the certificate's version number. The possible values are the strings "V1", "V2", and "V3".

Constructors

public Certificate();
Public Certificate()

Creates a Certificate instance whose properties can be set. This is useful for use with CERTMGR when generating new certificates.

public Certificate(string certificateFile);
Public Certificate(ByVal CertificateFile As String)

Opens CertificateFile and reads out the contents as an X509 public key.

public Certificate(byte[] certificateData);
Public Certificate(ByVal CertificateData As Byte())

Parses CertificateData as an X509 public key.

public Certificate(CertStoreTypes certStoreType, string store, string storePassword, string subject);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal Store As String, ByVal StorePassword As String, ByVal Subject As String)

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. Store is a file containing the certificate store. StorePassword is the password used to protect the store. After the store has been successfully opened, the component will attempt to find the certificate identified by Subject . This can be either a complete or a substring match of the X509 certificate's subject Distinguished Name (DN).

public Certificate(CertStoreTypes certStoreType, string store, string storePassword, string subject, string configurationString);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal Store As String, ByVal StorePassword As String, ByVal Subject As String, ByVal ConfigurationString As String)

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. Store is a file containing the certificate store. StorePassword is the password used to protect the store. ConfigurationString is a newline separated list of name-value pairs that may be used to modify the default behavior. Possible values include "PersistPFXKey", which shows whether or not the PFX key is persisted after performing operations with the private key. This correlates to the PKCS12_NO_PERSIST_KEY CyrptoAPI option. The default value is True (the key is persisted). "Thumbprint" - a MD5, SHA1, or SHA256 thumbprint of the certificate to load. When specified, this value is used to select the certificate in the store. This is applicable to cstUser, cstMachine, cstPublicKeyFile, and cstPFXFile store types. "UseInternalSecurityAPI" shows whether the platform (default) or the internal security API is used when performing certificate-related operations. After the store has been successfully opened, the component will attempt to find the certificate identified by Subject . This can be either a complete or a substring match of the X509 certificate's subject Distinguished Name (DN).

public Certificate(CertStoreTypes certStoreType, string store, string storePassword, byte[] encoded);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal Store As String, ByVal StorePassword As String, ByVal Encoded As Byte())

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. Store is a file containing the certificate store. StorePassword is the password used to protect the store. After the store has been successfully opened, the component will load Encoded as an X509 certificate and search the opened store for a corresponding private key.

public Certificate(CertStoreTypes certStoreType, byte[] storeBlob, string storePassword, string subject);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal StoreBlob As Byte(), ByVal StorePassword As String, ByVal Subject As String)

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. StoreBlob is a string (binary- or base64-encoded) containing the certificate data. StorePassword is the password used to protect the store. After the store has been successfully opened, the component will attempt to find the certificate identified by Subject . This can be either a complete or a substring match of the X509 certificate's subject Distinguished Name (DN).

public Certificate(CertStoreTypes certStoreType, byte[] storeBlob, string storePassword, string subject, string configurationString);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal StoreBlob As Byte(), ByVal StorePassword As String, ByVal Subject As String, ByVal ConfigurationString As String)

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. StoreBlob is a string (binary- or base64-encoded) containing the certificate data. StorePassword is the password used to protect the store. After the store has been successfully opened, the component will attempt to find the certificate identified by Subject . This can be either a complete or a substring match of the X509 certificate's subject Distinguished Name (DN).

public Certificate(CertStoreTypes certStoreType, byte[] storeBlob, string storePassword, byte[] encoded);
Public Certificate(ByVal CertStoreType As CertStoreTypes, ByVal StoreBlob As Byte(), ByVal StorePassword As String, ByVal Encoded As Byte())

CertStoreType identifies the type of certificate store to use. See StoreType for descriptions of the different certificate stores. Store is a string (binary- or base64-encoded) containing the certificate store. StorePassword is the password used to protect the store. After the store has been successfully opened, the component will load Encoded as an X509 certificate and search the opened store for a corresponding private key.

ClosingDetail Type

This type corresponds to a single statement closing information in the list of statement closings.

Remarks

ClosingDetail objects are used when listing the banking, credit card or investment statement closings information when the GetClosingInfo method is called.

Fields

Aggregate
String

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

This aggregate describes a statement closing information. It contains data (elements and values) associated with the following fields:

For each aggregate returned, clients can retrieve corresponding transactions by using DateStart and DateEnd in a statement download request (when calling GetStatement method).

BalanceClosing
String

Closing statement balance.

This is not applicable for loan accounts.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

BalanceOpening
String

Opening statement balance.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

CreditLimit
String

Current credit limit.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

This is applicable for credit card accounts only.

DateClose
String

Closing statement date.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

DateDue
String

Next payment due date. This is applicable to credit card and loan accounts only.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

DateEnd
String

End date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

DateOpen
String

Opening statement date.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

DateStart
String

Start date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

FITID
String

Unique identifier assigned by financial institution to identify this particular statement closing information. This id provides a way for the client to distinguish one closing statement from another.

This is always returned in the server response for each statement.

ImageRef
String

Server specified unique identifier for the statement closing image.

This can be either image identifier (to be used during the request to retrieve the actual image when the GetImage method is called) or URL, depending on the value of ImageRefType.

ImageRefType
String

Type of retrieval method for actual statement closing image.

If ImageRef is returned in the response, this can be either image identifier (to be used during the request for the image when the GetImage method is called) or a URL.

Possible values for ImageRefType are:

Value Meaning
OPAQUE Requires the client to send a separate OFX request to access the image. The image can be retrieved by calling the GetImage method where ImageRef will be the parameter value for this method.
URL The image is accessed directly via the URL provided. The client will not provide authentication and will simply follow the URL provided.
FORMURL The image is accessed directly via an encoded URL. The client will send authentication to the server.

InterestRate
String

Current loan interest rate.

This is applicable for loan accounts only.

InterestRateType
String

Type of the current loan interest rate.

This is applicable for loan accounts only.

Possible values and their meanings are:

Value Meaning
FIXED Fixed rate for the life of the loan
FLOATING Floating interest rate
ARM Adjustable rate mortgage

MinimumPayment
String

Next minimum amount due. This is applicable to credit card and loan accounts only.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

TotalCredit
String

Total credit posted on the account for this statement (period indicated by DateStart and DateEnd).

In a bank statement (checking, savings or money market account), this represents total of deposits and credits, including interest. In a credit card statement, this represents total of payments and credits.

TotalDebit
String

Total of debit posted on the account for this statement (period indicated by DateStart and DateEnd).

In a bank statement (checking, savings or money market account), this represents total of checks and debits, including fees. In a credit card statement, this represents total of payments and credits.

TotalFees
String

Total fees.

In a bank statement (checking, savings or money market account), this represents total of all fees. While in a credit card statement, this represents finance charge.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

TotalInterest
String

Total interest.

For bank or investment accounts, this indicates total interest posted on the account for this statement (period indicated by DateStart and DateEnd).

For loan accounts, this indicates total interest paid year to date.

This is not applicable for credit card accounts.

Firewall Type

This is the firewall the component will connect through.

Remarks

When connecting through a firewall, this type is used to specify different properties of the firewall, such as the firewall Host and the FirewallType.

Fields

AutoDetect
Boolean

This field tells the component whether or not to automatically detect and use firewall system settings, if available.

FirewallType
FirewallTypes

This field determines the type of firewall to connect through. The applicable values are as follows:

fwNone (0)No firewall (default setting).
fwTunnel (1)Connect through a tunneling proxy. Port is set to 80.
fwSOCKS4 (2)Connect through a SOCKS4 Proxy. Port is set to 1080.
fwSOCKS5 (3)Connect through a SOCKS5 Proxy. Port is set to 1080.
fwSOCKS4A (10)Connect through a SOCKS4A Proxy. Port is set to 1080.

Host
String

This field contains the name or IP address of firewall (optional). If a Host is given, the requested connections will be authenticated through the specified firewall when connecting.

If this field is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, this field is set to the corresponding address. If the search is not successful, the component throws an exception.

Password
String

This field contains a password if authentication is to be used when connecting through the firewall. If Host is specified, the User and Password fields are used to connect and authenticate to the given firewall. If the authentication fails, the component throws an exception.

Port
Integer

This field contains the transmission control protocol (TCP) port for the firewall Host. See the description of the Host field for details.

Note: This field is set automatically when FirewallType is set to a valid value. See the description of the FirewallType field for details.

User
String

This field contains a user name if authentication is to be used connecting through a firewall. If the Host is specified, this field and Password fields are used to connect and authenticate to the given Firewall. If the authentication fails, the component throws an exception.

Constructors

public Firewall();
Public Firewall()

InvTransactionDetail Type

This type corresponds to a single bank investment transaction in the list of such transactions.

Remarks

InvTransactionDetail objects are used when listing bank investment transactions (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

Fields

Aggregate
String

Wrapper for an investment statement transaction.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

Date
String

For other than banking transactions, this is the date when the transaction trade occurred, and for stock splits, this is the day of record stored as a string.

For banking transactions, this is the date the transaction was posted to the financial institution.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

DateSettle
String

For other than banking transactions, this is the date when settlement occurred, and for stock splits, this is the execution date.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

FITID
String

Transaction Id assigned by the financial institution.

This is a unique id number that the financial institution uses to identify a particular transaction. Its primary purpose is to allow a client to detect duplicate responses, whether the server previously downloaded the transaction.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

Memo
String

Other information (memo) regarding this transaction. The memo field stores a notice from the broker to the customer as a string.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Name
String

Name for this bank transaction. When there are bank transactions returned in the statement download (i.e. TxType returned is ttINVBANKTRAN), the Name stores the name of the financial institution or a name assigned by the institution to this transaction, such as 'Customer deposit'.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

SecurityId
String

Security ID for this investment transaction.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

SubAccountFund
String

The sub-account associated with the funds for the transaction. Where did the money for the transaction come from or go to. The possible values are : CASH, MARGIN, SHORT, OTHER.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

SubAccountSec
String

Sub-account type for the security. The possible values are: CASH, MARGIN, SHORT, OTHER.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

Total
String

Transaction amount. For other than banking transactions (buys, sells, etc.) this is the transaction total: ((quantity * (price +/- markup/markdown)) +/- (commission + fees + load + taxes)).

Distributions, interest, margin interest, misc. expense, etc.: amount.

Return of cap: cost basis.

Banking transactions: this is the amount of money exchanged during a given transaction.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the component will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the component will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

TxType
TInvTxTypes

This is the type of transaction that was made on the account. Checks, electronic funds transfers, and ATM transactions associated with CMA or money market sweep accounts are always represented with a bank transaction record.

Investment actions that involve securities (buy, sell, stock split, reinvest, etc.) are always represented with an investment record. Actions that are cash-only but are directly associated with a security are also investment actions (for example, dividends).

Other cash-only actions require careful analysis by the FI. Those that affect investment performance analysis should be sent using the appropriate investment action (investment income - miscellaneous, investment expense). Those that are completely unrelated to investment should be sent as a bank record.

The types and their meanings are as follows:

ittBUYDEBT (0)Buy debt security
ittBUYMF (1)Buy mutual fund (being switched to).
ittBUYOPT (2)Buy option.
ittBUYOTHER (3)Buy other security type
ittBUYSTOCK (4)Buy stock.
ittCLOSUREOPT (5)Close a position for an option.
ittINCOME (6)Investment income is realized as cash into the investment account. A negative TOTAL is used to denote adjustments to income.
ittINVEXPENSE (7)Misc. investment expense that is associated with a specific security.
ittJRNLFUND (8)Journaling cash holdings between sub-accounts within the same investment account.
ittJRNLSEC (9)Journaling security holdings between sub-accounts within the same investment account.
ittMARGININTEREST (10)Margin interest expense
ittREINVEST (11)Reinvestment of income
ittRETOFCAP (12)Return of capital
ittSELLDEBT (13)Sell debt security. Used when debt is sold, called, or reached maturity.
ittSELLMF (14)Sell mutual fund (being switched from).
ittSELLOPT (15)Sell option.
ittSELLOTHER (16)Sell other type of security
ittSELLSTOCK (17)Sell stock
ittSPLIT (18)Stock or Mutual Fund Split. (Note: the trade date is interpreted as the 'day of record' for the split.)
ittTRANSFERS (19)Transfer holdings in and out of the investment account.
ittINVBANKTRAN (20)Banking related transactions for the investment account.
ittOTHER (255)Other

TypeDescription
String

A description of the transaction type. This is a string representation of the value returned by the TxType field.

The types and their meanings are as follows:

ttBUYDEBT (0)Buy debt security
ttBUYMF (1)Buy mutual fund (being switched to).
ttBUYOPT (2)Buy option
ttBUYOTHER (3)Buy other security type
ttBUYSTOCK (4)Buy stock
ttCLOSUREOPT (5)Close a position for an option
ttINCOME (6)Investment income is realized as cash into the investment account
ttINVEXPENSE (7)Misc. investment expense that is associated with a specific security
ttJRNLFUND (8)Journaling cash holdings between sub-accounts
ttJRNLSEC (9)Journaling security holdings between sub-accounts
ttMARGININTEREST (10)Margin interest expense
ttREINVEST (11)Reinvestment of income
ttRETOFCAP (12)Return of capital
ttSELLDEBT (13)Sell debt security
ttSELLMF (14)Sell mutual fund
ttSELLOPT (15)Sell option
ttSELLOTHER (16)Sell other type of security
ttSELLSTOCK (17)Sell stock
ttSPLIT (18)Stock or Mutual Fund Split
ttTRANSFER (19)Transfer holdings
ttINVBANKTRAN (20)Bank transactions
ttOTHER (255)Other

UnitPrice
String

Price per commonly-quoted unit, excluding markup/markdown.

It indicates:

  • share price for stocks, mutual funds, and others.
  • percentage of par for bonds.
  • per share (not contract) for options.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

Units
String

The quantity for security-based actions other than stock splits. The Units differ for each type of security.

Depending on the type of the security, the Units indicates the following:

  • Stocks, Mutual Funds and Other : number of shares.
  • Bonds : face value. For example, a $25,000 bond trading at $88 would use 25000 as the units and 88 as the unit price.
  • Options : number of contracts (not shares).

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

OpenOrderDetail Type

This type corresponds to a single investment open order in the list of open orders.

Remarks

OpenOrderDetail objects are used when listing open orders (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

Fields

Aggregate
String

Wrapper for a general open order, each pertaining to a different aggregate type.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

BuyType
String

Type of purchase for this open order. Possible values are: BUY and BUYTOCOVER (used to close short sales).

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

DatePlaced
String

Date-time the order was placed.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

Duration
String

Indicates how long the open order is good for. The possible values are: DAY, GOODTILCANCEL, IMMEDIATE.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

FITID
String

Transaction Id assigned by the financial institution.

This is a unique id number that the financial institution uses to identify a particular transaction. Its primary purpose is to allow a client to detect duplicate responses, whether the server previously downloaded the transaction.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

Memo
String

Other information about an open order (at most one).

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

OOType
TOOTypes

Type for general open order aggregate. The open order types and their meanings are as follows:

ootOOBUYDEBT (0)Buy Debt
ootOOBUYMF (1)Buy Mutual Fund
ootOOBUYOPT (2)Buy Option
ootOOBUYOTHER (3)Buy Other
ootOOBUYSTOCK (4)Buy Stock
ootOOSELLDEBT (5)Sell Debt
ootOOSELLMF (6)Sell Mutual Fund
ootOOSELLOPT (7)Sell Option
ootOOSELLOTHER (8)Sell Other
ootOOSELLSTOCK (9)Sell Stock
ootSWITCHMF (10)Switch to Mutual Fund
ootOTHER (255)Other

Restriction
String

Special restriction on the open order. The possible values are: ALLORNONE, MINUNITS, NONE.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

SecurityId
String

Security ID for this open order.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

SellType
String

Type of sale. Possible values are: SELL, SELLSHORT.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

SubAccountType
String

This identifies the type of a sub-account.

Many Financial Institutions (FIs) distinguish between activity and positions in cash, margin, and short accounts, with some FIs having many other types of 'sub-accounts'. Open Financial Exchange (OFX) defines four standard sub-account types: CASH, MARGIN, SHORT, and OTHER.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

TypeDescription
String

A description of the open order type. This is a string representation of the value returned by the OOType field.

The types and their meanings are as follows:

ootOOBUYDEBT (0)Buy Debt
ootOOBUYMF (1)Buy Mutual Fund
ootOOBUYOPT (2)Buy Option
ootOOBUYOTHER (3)Buy Other
ootOOBUYSTOCK (4)Buy Stock
ootOOSELLDEBT (5)Sell Debt
ootOOSELLMF (6)Sell Mutual Fund
ootOOSELLOPT (7)Sell Option
ootOOSELLOTHER (8)Sell Other
ootOOSELLSTOCK (9)Sell Stock
ootSWITCHMF (10)Switch to Mutual Fund
ootOTHER (255)Other

Units
String

Quantity of the security the open order is for.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

UnitType
String

What the units represent. Possible values are: SHARES and CURRENCY.

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

PositionDetail Type

This type corresponds to a single investment position in the list of positions.

Remarks

PositionDetail objects are used when listing investment positions (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

Fields

Account
String

Indicates the type of sub-account where the position is held in. Possible values are: CASH, MARGIN, SHORT, OTHER.

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

Aggregate
String

Wrapper for a position information.

This aggregate contains fields relevant to all investment position types, as well as those specific to a given position type.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

DatePriceAsOf
String

Date and time of unit price and market value. Can be 0 if unit price and market value are unknown.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

MarketValue
String

Current market value of this position.

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

Memo
String

Memo regarding this position.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Option
String

Indicates position type for the given sub-account where this position takes place. Each statement response must contain a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.

Possible values are: SHORT (Writer for options, Short for all others) and LONG (Holder for options, Long for all others). For options, position type SHORT is equivalent to WRITING an option, and position type LONG is equivalent to HOLDING an option.

For security types where there is only one type (for example, bonds), LONG is used.

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

PosType
TPosTypes

Type for general position aggregate. The positions types and their meanings are as follows:

ptPOSDEBT (0)Debt
ptPOSMF (1)Mutual Fund
ptPOSOPT (2)Option
ptPOSOTHER (3)Other Position
ptPOSSTOCK (4)Stock
ptOTHER (255)Other

SecurityId
String

The security ID for this position.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

TypeDescription
String

A description of the position type. This is a string representation of the value returned by the PosType.

The types and their meanings are as follows:

ptPOSDEBT (0)Debt
ptPOSMF (1)Mutual Fund
ptPOSOPT (2)Option
ptPOSOTHER (3)Other Position
ptPOSSTOCK (4)Stock
ptOTHER (255)Other

UnitPrice
String

Unit price. Depending on the type of sub-account where this position takes place, this indicates the following:

Stocks, Market Funds, OtherPrice per share
BondsPercentage of par
OptionsPremium per share of underlying security

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

Units
String

Quantity of positions. Depending on the type of sub-account where this position takes place, this indicates the following:

Stocks, Market Funds, Other,Number of shares held
BondsThe face value
OptionsNumber of contracts

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

SecurityDetail Type

This type corresponds to a single investment security in the list of securities.

Remarks

SecurityDetail objects are used when listing investment securities (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

Fields

Aggregate
String

Wrapper for security information.

The value of this property is returned by the server when the investment statement download contains positions, transactions, or open orders.

The Aggregate contains information about security referenced in the investment statement download. Clients are completely dependent on the security list to provide descriptive information for the securities referenced in positions, transactions, and open orders.

These aggregates define the type of security, and one or more sets of descriptive information.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the component's fields. However, some of these elements, and/or their potential values, may not be supported by the component. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate component or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the component internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

AssetClass
String

Asset Class for the security (at most one). The possible values and their meanings are as follows:

DOMESTICBOND The Domestic Bonds asset class consists of government or corporate bonds issued in the United States.
INTLBOND The International Bonds asset class consists of government or corporate bonds issued in foreign countries or the United States.
LARGESTOCK The Large Cap Stocks asset class consists of stocks for U.S. companies with market capitalizations of $2 billion or more.
SMALLSTOCK The Small Cap Stocks asset class consists of stocks for U.S. companies with market capitalizations of approximately $100 million to $2 billion.
INTLSTOCK The International Stocks asset class consists of publicly traded stocks for companies based in foreign countries.
MONEYMRKTThe Money Market asset class consists of stable, short-term investments, which provide income that rises and falls with short-term interest rates.
OTHERThe Other asset class consists of investments that do not fit in any of the other asset classes.

FITID
String

Transaction Id assigned by the financial institution.

This is a unique id number that the financial institution uses to identify a particular transaction. Its primary purpose is to allow a client to detect duplicate responses, whether the server previously downloaded the transaction.

This is a character string up to 32 octets long.

Memo
String

Memo regarding this security. This value is optional.

Name
String

Full name of the security. The name can be up to 120 characters long.

SecType
TSecTypes

The type of security. This is a string representation of the value returned by the SecType field.

The security types and their meanings are as follows:

stDEBTINFO (0)Debt information
stMFINFO (1)Mutual fund information
stOPTINFO (2)Option information
stOTHERINFO (3)Other information
stSTOCKINFO (4)Stock information
stOTHER(255)Other

SecurityId
String

Security identifier.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard.

Ticker
String

Ticker symbol of the security. The value can be up to 32 characters long.

TypeDescription
String

A description of the security type. This is a string representation of the value returned by the SecType field.

The types and their meanings are as follows:

stDEBTINFO (0)Debt information
stMFINFO (1)Mutual fund information
stOPTINFO (2)Option information
stOTHERINFO (3)Other information
stSTOCKINFO (4)Stock information
stOTHER (255)Other information

UnitPrice
String

This is the current unit price of the security as provided by the server. It may be a real-time or delayed quote. The delay amount is determined by the data provider.

Yield
String

Current yield reported as portion of the fund's assets (at most one). This can be returned in the server reply only when SecType is stMFINFO or stSTOCKINFO.

Config Settings (InvStatement Component)

The component accepts one or more of the following configuration settings. Configuration settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the component, access to these internal properties is provided through the Config method.

OFX Config Settings

AuthToken:   Authentication token required for this signon session only.

This credential is provided to the user out of band.

In the profile response, if AuthTokenFirst is True, then AuthToken should be sent in the very first signon.

ClientUId:   Unique ID identifying OFX Client.

In the profile response, if ClientUIdReq is True, then ClientUId should be set and included in all future requests.

CorrectAction[i]:   The action taken to a previously sent transaction corrected by the current one.

If present in the list of transactions response, this represents the action taken to a previously sent transaction that is corrected by this record. Possible values are: REPLACE or DELETE. REPLACE replaces the transaction that it corrects referenced by CorrectFITID[i];. DELETE deletes it. This is applicable to statement download components only.

CorrectFITID[i]:   The FITID of a previously sent transaction corrected by the current one.

If present in the list of transactions response, this represents the FITID of a previously sent transaction that is corrected by this record. Based on the value of CorrectAction[i];, this transaction replaces or deletes the transaction that it corrects. This is applicable to statement download components only.

CurrencyFormat:   The format to be used for returning currency values.

If this is set to a non-empty string, the component will attempt to use the value as a pattern to format all currency strings returned from the server. You may use any of the system's default number formatting strings.

DateFormat:   The format to be used for input and output dates.

This format is used for input and output dates. You may use any of the system's default date formatting strings.

When submitting the request: all your input dates should be entered in a format specified by DateFormat and the component will convert those to OFXDateFormat right before sending the request.

For example, if you set a date to '2000.01.01' (by first setting the DateFormat to 'yyyy.MM.dd'), for a EST timezone, the component will convert it to '20000101000000.000[-5:EST]' (format specified by OFXDateFormat).

When parsing the response: if DateFormat is set to a non-empty string, the component will attempt to use the value as a pattern to format all date strings as they are returned. Otherwise, the system's default value will be used for formatting.

If the DateFormat is set to the special value "OFXDATE": During input:, any values you supply to date properties are passed to the server directly with no changes; During output: all dates will be returned in the OFX format as it was provided by the server without performing any modifications.

GetResponseVar:   Parses additional information out of the response.

Any additional response information contained within the OFX response that is not available via the Response fields, may be retrieved with this GetResponseVar config.

To obtain a response value, pass the XPath to the value you wish to receive. For instance, if the OFX response contains: "<OFX><SIGNONMSGSRSV1><SONRS><STATUS><CODE>0<SEVERITY>INFO</STATUS><DTSERVER>20120104223836.575<LANGUAGE>ENG"

Then calling GetResponseVar("/OFX/SIGNONMSGSRVSV1/LANGUAGE") will return "ENG".

NewPassword:   New password for the current OFX user.

Setting NewPassword to a non-empty value will cause the component to issue a password change request during sign-on along with the regular current OFX request. After the request is sent, this value will be cleared.

The correct current password is needed as well during signon request and must be supplied through the OFXPassword. Upon successful reply from the server, the NewPassword used becomes the new password.

OFXDateFormat:   The date format as required by OFX FI server.

Most of OFX FI servers, accept the default format, where the offset (G) and timezone (Z) are specified. However, there might still be some servers that do not accept that part. In such cases, you will have to set the OFXDateFormat to "YYYYMMddHHmmss.xxx" and GMT will be assumed as the default value.

Your input dates should be entered in a format specified by DateFormat and the component will convert those to OFXDateFormat (format that OFX FI server recognizes) right before sending the request.

For example, if you set a date to '2000.01.01' (by first setting the DateFormat to 'yyyy.MM.dd'), for a EST timezone, the component will convert it to '20000101000000.000[-5:EST]' (format specified by OFXDateFormat).

OFXLog:   Log file for the OFX transaction.

This setting records the OFX communication, but without including HTTP headers, to a file.

Please note that ReadOFXDataFile will not be able to parse this file because of the OFX request content present. If only the response of the server is required, please look at the WriteOFXDataFile method instead.

ServerMessage:   Server message if a warning or other information returned.

When sending a transaction request to a FI, their server with return either a successful reply or an error. However, even when a transaction is successful, a warning or other server messages might still be returned and are to be treated as informational notes only.

UserCred1A:   Additional user credential required by server.

In the profile response, if UserCred1Q is present, then UserCred1A should be set (as the answer to question identified by UserCred1Q) and it should be included in all future requests as part of the signon.

UserCred2A:   Additional user credential required by server.

In the profile response, if UserCred2Q is present, then UserCred2A should be set (as the answer to question identified by UserCred2Q) and it should be included in all future requests as part of the signon.

HTTP Config Settings

AcceptEncoding:   Used to tell the server which types of content encodings the client supports.

When AllowHTTPCompression is True, the component adds an Accept-Encoding header to the request being sent to the server. By default, this header's value is "gzip, deflate". This configuration setting allows you to change the value of the Accept-Encoding header. Note: The component only supports gzip and deflate decompression algorithms.

AllowHTTPCompression:   This property enables HTTP compression for receiving data.

This configuration setting enables HTTP compression for receiving data. When set to True (default), the component will accept compressed data. It then will uncompress the data it has received. The component will handle data compressed by both gzip and deflate compression algorithms.

When True, the component adds an Accept-Encoding header to the outgoing request. The value for this header can be controlled by the AcceptEncoding configuration setting. The default value for this header is "gzip, deflate".

The default value is True.

AllowHTTPFallback:   Whether HTTP/2 connections are permitted to fallback to HTTP/1.1.

This configuration setting controls whether HTTP/2 connections are permitted to fall back to HTTP/1.1 when the server does not support HTTP/2. This setting is applicable only when HTTPVersion is set to "2.0".

If set to True (default), the component will automatically use HTTP/1.1 if the server does not support HTTP/2. If set to False, the component throws an exception if the server does not support HTTP/2.

The default value is True.

AllowNTLMFallback:   Whether to allow fallback from Negotiate to NTLM when authenticating.

This configuration setting applies only when AuthScheme is set to Negotiate. If set to True, the component will automatically use New Technology LAN Manager (NTLM) if the server does not support Negotiate authentication. Note: The server must indicate that it supports NTLM authentication through the WWW-Authenticate header for the fallback from Negotiate to NTLM to take place. The default value is False.

Append:   Whether to append data to LocalFile.

This configuration setting determines whether data will be appended when writing to LocalFile. When set to True, downloaded data will be appended to LocalFile. This may be used in conjunction with Range to resume a failed download. This is applicable only when LocalFile is set. The default value is False.

Authorization:   The Authorization string to be sent to the server.

If the Authorization property contains a nonempty string, an Authorization HTTP request header is added to the request. This header conveys Authorization information to the server.

This property is provided so that the HTTP component can be extended with other security schemes in addition to the authorization schemes already implemented by the component.

The AuthScheme property defines the authentication scheme used. In the case of HTTP Basic Authentication (default), every time User and Password are set, they are Base64 encoded, and the result is put in the Authorization property in the form "Basic [encoded-user-password]".

BytesTransferred:   Contains the number of bytes transferred in the response data.

This configuration setting returns the raw number of bytes from the HTTP response data, before the component processes the data, whether it is chunked or compressed. This returns the same value as the Transfer event, by BytesTransferred.

ChunkSize:   Specifies the chunk size in bytes when using chunked encoding.

This is applicable only when UseChunkedEncoding is True. This setting specifies the chunk size in bytes to be used when posting data. The default value is 16384.

CompressHTTPRequest:   Set to true to compress the body of a PUT or POST request.

If set to True, the body of a PUT or POST request will be compressed into gzip format before sending the request. The "Content-Encoding" header is also added to the outgoing request.

The default value is False.

EncodeURL:   If set to True the URL will be encoded by the component.

If set to True, the URL passed to the component will be URL encoded. The default value is False.

FollowRedirects:   Determines what happens when the server issues a redirect.

This option determines what happens when the server issues a redirect. Normally, the component returns an error if the server responds with an "Object Moved" message. If this property is set to 1 (always), the new URL for the object is retrieved automatically every time.

If this property is set to 2 (Same Scheme), the new URL is retrieved automatically only if the URL Scheme is the same; otherwise, the component throws an exception.

Note: Following the HTTP specification, unless this option is set to 1 (Always), automatic redirects will be performed only for GET or HEAD requests. Other methods potentially could change the conditions of the initial request and create security vulnerabilities.

Furthermore, if either the new URL server or port are different from the existing one, User and Password are also reset to empty, unless this property is set to 1 (Always), in which case the same credentials are used to connect to the new server.

A Redirect event is fired for every URL the product is redirected to. In the case of automatic redirections, the Redirect event is a good place to set properties related to the new connection (e.g., new authentication parameters).

The default value is 0 (Never). In this case, redirects are never followed, and the component throws an exception instead.

Following are the valid options:

  • 0 - Never
  • 1 - Always
  • 2 - Same Scheme

GetOn302Redirect:   If set to True the component will perform a GET on the new location.

The default value is False. If set to True, the component will perform a GET on the new location. Otherwise, it will use the same HTTP method again.

HTTP2HeadersWithoutIndexing:   HTTP2 headers that should not update the dynamic header table with incremental indexing.

HTTP/2 servers maintain a dynamic table of headers and values seen over the course of a connection. Typically, these headers are inserted into the table through incremental indexing (also known as HPACK, defined in RFC 7541). To tell the component not to use incremental indexing for certain headers, and thus not update the dynamic table, set this configuration option to a comma-delimited list of the header names.

HTTPVersion:   The version of HTTP used by the component.

This property specifies the HTTP version used by the component. Possible values are as follows:

  • "1.0"
  • "1.1" (default)
  • "2.0"
  • "3.0"

When using HTTP/2 ("2.0"), additional restrictions apply. Please see the following notes for details.

HTTP/2 Notes

When using HTTP/2, a secure Secure Sockets Layer/Transport Layer Security (TLS/SSL) connection is required. Attempting to use a plaintext URL with HTTP/2 will result in an error.

If the server does not support HTTP/2, the component will automatically use HTTP/1.1 instead. This is done to provide compatibility without the need for any additional settings. To see which version was used, check NegotiatedHTTPVersion after calling a method. The AllowHTTPFallback setting controls whether this behavior is allowed (default) or disallowed.

HTTP/2 is supported on all versions of Windows. If the Windows version is an earlier version than Windows 8.1/Windows Server 2012 R2, the internal security implementation will be used. If the Windows version is Window 8.1/Windows Server 2012 R2 or later, the system security libraries will be used by default.

HTTP/3 Notes

HTTP/3 is supported only in .NET and Java.

When using HTTP/3, a secure (TLS/SSL) connection is required. Attempting to use a plaintext URL with HTTP/3 will result in an error.

IfModifiedSince:   A date determining the maximum age of the desired document.

If this setting contains a nonempty string, an If-Modified-Since HTTP header is added to the request. The value of this header is used to make the HTTP request conditional: if the requested documented has not been modified since the time specified in the field, a copy of the document will not be returned from the server; instead, a 304 (not modified) response will be returned by the server and the component throws an exception

The format of the date value for IfModifiedSince is detailed in the HTTP specs. For example: Sat, 29 Oct 2017 19:43:31 GMT.

KeepAlive:   Determines whether the HTTP connection is closed after completion of the request.

If True, the component will not send the Connection: Close header. The absence of the Connection header indicates to the server that HTTP persistent connections should be used if supported. Note: Not all servers support persistent connections. You also may explicitly add the Keep-Alive header to the request headers by setting OtherHeaders to Connection: Keep-Alive. If False, the connection will be closed immediately after the server response is received.

The default value for KeepAlive is False.

KerberosSPN:   The Service Principal Name for the Kerberos Domain Controller.

If the Service Principal Name on the Kerberos Domain Controller is not the same as the URL that you are authenticating to, the Service Principal Name should be set here.

LogLevel:   The level of detail that is logged.

This configuration setting controls the level of detail that is logged through the Log event. Possible values are as follows:

0 (None) No events are logged.
1 (Info - default) Informational events are logged.
2 (Verbose) Detailed data are logged.
3 (Debug) Debug data are logged.

The value 1 (Info) logs basic information, including the URL, HTTP version, and status details.

The value 2 (Verbose) logs additional information about the request and response.

The value 3 (Debug) logs the headers and body for both the request and response, as well as additional debug information (if any).

MaxHeaders:   Instructs component to save the amount of headers specified that are returned by the server after a Header event has been fired.

This configuration setting should be set when the TransferredHeaders collection is to be populated when a Header event has been fired. This value represents the number of headers that are to be saved in the collection.

To save all items to the collection, set this configuration setting to -1. If no items are wanted, set this to 0, which will not save any items to the collection. The default for this configuration setting is -1, so all items will be included in the collection.

MaxHTTPCookies:   Instructs component to save the amount of cookies specified that are returned by the server when a SetCookie event is fired.

This configuration setting should be set when populating the Cookies collection as a result of an HTTP request. This value represents the number of cookies that are to be saved in the collection.

To save all items to the collection, set this configuration setting to -1. If no items are wanted, set this to 0, which will not save any items to the collection. The default for this configuration setting is -1, so all items will be included in the collection.

MaxRedirectAttempts:   Limits the number of redirects that are followed in a request.

When FollowRedirects is set to any value other than frNever, the component will follow redirects until this maximum number of redirect attempts are made. The default value is 20.

NegotiatedHTTPVersion:   The negotiated HTTP version.

This configuration setting may be queried after the request is complete to indicate the HTTP version used. When HTTPVersion is set to "2.0" (if the server does not support "2.0"), then the component will fall back to using "1.1" automatically. This setting will indicate which version was used.

OtherHeaders:   Other headers as determined by the user (optional).

This configuration setting can be set to a string of headers to be appended to the HTTP request headers.

The headers must follow the format "header: value" as described in the HTTP specifications. Header lines should be separated by CRLF ("\r\n") .

Use this configuration setting with caution. If this configuration setting contains invalid headers, HTTP requests may fail.

This configuration setting is useful for extending the functionality of the component beyond what is provided.

ProxyAuthorization:   The authorization string to be sent to the proxy server.

This is similar to the Authorization configuration setting, but is used for proxy authorization. If this configuration setting contains a nonempty string, a Proxy-Authorization HTTP request header is added to the request. This header conveys proxy Authorization information to the server. If User and Password are specified, this value is calculated using the algorithm specified by AuthScheme.

ProxyAuthScheme:   The authorization scheme to be used for the proxy.

This configuration setting is provided for use by components that do not directly expose Proxy properties.

ProxyPassword:   A password if authentication is to be used for the proxy.

This configuration setting is provided for use by components that do not directly expose Proxy properties.

ProxyPort:   Port for the proxy server (default 80).

This configuration setting is provided for use by components that do not directly expose Proxy properties.

ProxyServer:   Name or IP address of a proxy server (optional).

This configuration setting is provided for use by components that do not directly expose Proxy properties.

ProxyUser:   A user name if authentication is to be used for the proxy.

This configuration setting is provided for use by components that do not directly expose Proxy properties.

SentHeaders:   The full set of headers as sent by the client.

This configuration setting returns the complete set of raw headers as sent by the client.

StatusLine:   The first line of the last response from the server.

This setting contains the first line of the last response from the server. The format of the line will be [HTTP version] [Result Code] [Description].

TransferredData:   The contents of the last response from the server.

This configuration setting contains the contents of the last response from the server.

TransferredDataLimit:   The maximum number of incoming bytes to be stored by the component.

If TransferredDataLimit is set to 0 (default), no limits are imposed. Otherwise, this reflects the maximum number of incoming bytes that can be stored by the component.

TransferredHeaders:   The full set of headers as received from the server.

This configuration setting returns the complete set of raw headers as received from the server.

TransferredRequest:   The full request as sent by the client.

This configuration setting returns the full request as sent by the client. For performance reasons, the request is not normally saved. Set this configuration setting to ON before making a request to enable it. Following are examples of this request:

.NET Http http = new Http(); http.Config("TransferredRequest=on"); http.PostData = "body"; http.Post("http://someserver.com"); Console.WriteLine(http.Config("TransferredRequest")); C++ HTTP http; http.Config("TransferredRequest=on"); http.SetPostData("body", 5); http.Post("http://someserver.com"); printf("%s\r\n", http.Config("TransferredRequest"));

UseChunkedEncoding:   Enables or Disables HTTP chunked encoding for transfers.

If UseChunkedEncoding is set to True, the component will use HTTP-chunked encoding when posting, if possible. HTTP-chunked encoding allows large files to be sent in chunks instead of all at once. If set to False, the component will not use HTTP-chunked encoding. The default value is False.

Note: Some servers (such as the ASP.NET Development Server) may not support chunked encoding.

UseIDNs:   Whether to encode hostnames to internationalized domain names.

This configuration setting specifies whether hostnames containing non-ASCII characters are encoded to internationalized domain names. When set to True, if a hostname contains non-ASCII characters, it is encoded using Punycode to an IDN (internationalized domain name).

The default value is False and the hostname will always be used exactly as specified.

UsePlatformDeflate:   Whether to use the platform implementation to decompress compressed responses.

This configuration setting specifies whether the platform's deflate-algorithm implementation is used to decompress responses that use compression. If set to True (default), the platform implementation is used. If set to False, an internal implementation is used.

UsePlatformHTTPClient:   Whether or not to use the platform HTTP client.

When using this configuration setting, if True, the component will use the default HTTP client for the platform (URLConnection in Java, WebRequest in .NET, or CFHTTPMessage in Mac/iOS) instead of the internal HTTP implementation. This is important for environments in which direct access to sockets is limited or not allowed (e.g., in the Google AppEngine).

UseProxyAutoConfigURL:   Whether to use a Proxy auto-config file when attempting a connection.

This configuration specifies whether the component will attempt to use the Proxy auto-config URL when establishing a connection and AutoDetect is set to True.

When True (default), the component will check for the existence of a Proxy auto-config URL, and if found, will determine the appropriate proxy to use.

UserAgent:   Information about the user agent (browser).

This is the value supplied in the HTTP User-Agent header. The default setting is "IPWorks HTTP Component - www.nsoftware.com".

Override the default with the name and version of your software.

TCPClient Config Settings

CloseStreamAfterTransfer:   If true, the component will close the upload or download stream after the transfer.

This setting determines whether the input or output stream is closed after the transfer completes. When set to True (default), all streams will be closed after a transfer is completed. In order to keep streams open after the transfer of data, set this to False. the default value is True.

ConnectionTimeout:   Sets a separate timeout value for establishing a connection.

When set, this configuration setting allows you to specify a different timeout value for establishing a connection. Otherwise, the component will use Timeout for establishing a connection and transmitting/receiving data.

FirewallAutoDetect:   Tells the component whether or not to automatically detect and use firewall system settings, if available.

This configuration setting is provided for use by components that do not directly expose Firewall properties.

FirewallHost:   Name or IP address of firewall (optional).

If a FirewallHost is given, requested connections will be authenticated through the specified firewall when connecting.

If the FirewallHost setting is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, the FirewallHost setting is set to the corresponding address. If the search is not successful, an error is returned.

Note: This setting is provided for use by components that do not directly expose Firewall properties.

FirewallListener:   If true, the component binds to a SOCKS firewall as a server (TCPClient only).

This entry is for TCPClient only and does not work for other components that descend from TCPClient.

If this entry is set, the component acts as a server. RemoteHost and RemotePort are used to tell the SOCKS firewall in which address and port to listen to. The firewall rules may ignore RemoteHost, and it is recommended that RemoteHost be set to empty string in this case.

RemotePort is the port in which the firewall will listen to. If set to 0, the firewall will select a random port. The binding (address and port) is provided through the ConnectionStatus event.

The connection to the firewall is made by calling the Connect method.

FirewallPassword:   Password to be used if authentication is to be used when connecting through the firewall.

If FirewallHost is specified, the FirewallUser and FirewallPassword settings are used to connect and authenticate to the given firewall. If the authentication fails, the component throws an exception.

Note: This setting is provided for use by components that do not directly expose Firewall properties.

FirewallPort:   The TCP port for the FirewallHost;.

The FirewallPort is set automatically when FirewallType is set to a valid value.

Note: This configuration setting is provided for use by components that do not directly expose Firewall properties.

FirewallType:   Determines the type of firewall to connect through.

The appropriate values are as follows:

0No firewall (default setting).
1Connect through a tunneling proxy. FirewallPort is set to 80.
2Connect through a SOCKS4 Proxy. FirewallPort is set to 1080.
3Connect through a SOCKS5 Proxy. FirewallPort is set to 1080.
10Connect through a SOCKS4A Proxy. FirewallPort is set to 1080.

Note: This setting is provided for use by components that do not directly expose Firewall properties.

FirewallUser:   A user name if authentication is to be used connecting through a firewall.

If the FirewallHost is specified, the FirewallUser and FirewallPassword settings are used to connect and authenticate to the Firewall. If the authentication fails, the component throws an exception.

Note: This setting is provided for use by components that do not directly expose Firewall properties.

KeepAliveInterval:   The retry interval, in milliseconds, to be used when a TCP keep-alive packet is sent and no response is received.

When set, TCPKeepAlive will automatically be set to True. A TCP keep-alive packet will be sent after a period of inactivity as defined by KeepAliveTime. If no acknowledgment is received from the remote host, the keep-alive packet will be sent again. This configuration setting specifies the interval at which the successive keep-alive packets are sent in milliseconds. This system default if this value is not specified here is 1 second.

Note: This value is not applicable in macOS.

KeepAliveTime:   The inactivity time in milliseconds before a TCP keep-alive packet is sent.

When set, TCPKeepAlive will automatically be set to True. By default, the operating system will determine the time a connection is idle before a Transmission Control Protocol (TCP) keep-alive packet is sent. This system default if this value is not specified here is 2 hours. In many cases, a shorter interval is more useful. Set this value to the desired interval in milliseconds.

Linger:   When set to True, connections are terminated gracefully.

This property controls how a connection is closed. The default is True.

In the case that Linger is True (default), two scenarios determine how long the connection will linger. In the first, if LingerTime is 0 (default), the system will attempt to send pending data for a connection until the default IP timeout expires.

In the second scenario, if LingerTime is a positive value, the system will attempt to send pending data until the specified LingerTime is reached. If this attempt fails, then the system will reset the connection.

The default behavior (which is also the default mode for stream sockets) might result in a long delay in closing the connection. Although the component returns control immediately, the system could hold system resources until all pending data are sent (even after your application closes).

Setting this property to False forces an immediate disconnection. If you know that the other side has received all the data you sent (e.g., by a client acknowledgment), setting this property to False might be the appropriate course of action.

LingerTime:   Time in seconds to have the connection linger.

LingerTime is the time, in seconds, the socket connection will linger. This value is 0 by default, which means it will use the default IP timeout.

LocalHost:   The name of the local host through which connections are initiated or accepted.

The LocalHost setting contains the name of the local host as obtained by the gethostname() system call, or if the user has assigned an IP address, the value of that address.

In multi-homed hosts (machines with more than one IP interface) setting LocalHost to the value of an interface will make the component initiate connections (or accept in the case of server components) only through that interface.

If the component is connected, the LocalHost setting shows the IP address of the interface through which the connection is made in internet dotted format (aaa.bbb.ccc.ddd). In most cases, this is the address of the local host, except for multi-homed hosts (machines with more than one IP interface).

LocalPort:   The port in the local host where the component binds.

This must be set before a connection is attempted. It instructs the component to bind to a specific port (or communication endpoint) in the local machine.

Setting this to 0 (default) enables the system to choose a port at random. The chosen port will be shown by LocalPort after the connection is established.

LocalPort cannot be changed once a connection is made. Any attempt to set this when a connection is active will generate an error.

This; setting is useful when trying to connect to services that require a trusted port in the client side. An example is the remote shell (rsh) service in UNIX systems.

MaxLineLength:   The maximum amount of data to accumulate when no EOL is found.

MaxLineLength is the size of an internal buffer, which holds received data while waiting for an EOL string.

If an EOL string is found in the input stream before MaxLineLength bytes are received, the DataIn event is fired with the EOL parameter set to True, and the buffer is reset.

If no EOL is found, and MaxLineLength bytes are accumulated in the buffer, the DataIn event is fired with the EOL parameter set to False, and the buffer is reset.

The minimum value for MaxLineLength is 256 bytes. The default value is 2048 bytes.

MaxTransferRate:   The transfer rate limit in bytes per second.

This configuration setting can be used to throttle outbound TCP traffic. Set this to the number of bytes to be sent per second. By default, this is not set and there is no limit.

ProxyExceptionsList:   A semicolon separated list of hosts and IPs to bypass when using a proxy.

This configuration setting optionally specifies a semicolon-separated list of hostnames or IP addresses to bypass when a proxy is in use. When requests are made to hosts specified in this property, the proxy will not be used. For instance:

www.google.com;www.nsoftware.com

TCPKeepAlive:   Determines whether or not the keep alive socket option is enabled.

If set to True, the socket's keep-alive option is enabled and keep-alive packets will be sent periodically to maintain the connection. Set KeepAliveTime and KeepAliveInterval to configure the timing of the keep-alive packets.

Note: This value is not applicable in Java.

TcpNoDelay:   Whether or not to delay when sending packets.

When true, the socket will send all data that is ready to send at once. When false, the socket will send smaller buffered packets of data at small intervals. This is known as the Nagle algorithm.

By default, this config is set to false.

UseIPv6:   Whether to use IPv6.

When set to 0 (default), the component will use IPv4 exclusively. When set to 1, the component will use IPv6 exclusively. To instruct the component to prefer IPv6 addresses, but use IPv4 if IPv6 is not supported on the system, this setting should be set to 2. The default value is 0. Possible values are:

0 IPv4 Only
1 IPv6 Only
2 IPv6 with IPv4 fallback

UseNTLMv2:   Whether to use NTLM V2.

When authenticating with NTLM, this setting specifies whether NTLM V2 is used. By default this value is False and NTLM V1 will be used. Set this to True to use NTLM V2.

SSL Config Settings

CACertFilePaths:   The paths to CA certificate files when using Mono on Unix/Linux.

This setting specifies the paths on disk to CA certificate files when using Mono on Unix/Linux. It is not applicable in any other circumstances.

The value is formatted as a list of paths separated by semicolons. The component will check for the existence of each file in the order specified. When a file is found the CA certificates within the file will be loaded and used to determine the validity of server or client certificates.

The default value is:

/etc/ssl/ca-bundle.pem;/etc/pki/tls/certs/ca-bundle.crt;/etc/ssl/certs/ca-certificates.crt;/etc/pki/tls/cacert.pem

LogSSLPackets:   Controls whether SSL packets are logged when using the internal security API.

When SSLProvider is set to Internal, this setting controls whether SSL packets should be logged. By default, this setting is False, as it is only useful for debugging purposes.

When enabled, SSL packet logs are output using the SSLStatus event, which will fire each time an SSL packet is sent or received.

Enabling this setting has no effect if SSLProvider is set to Platform.

ReuseSSLSession:   Determines if the SSL session is reused.

If set to true, the component will reuse the context if and only if the following criteria are met:

  • The target host name is the same.
  • The system cache entry has not expired (default timeout is 10 hours).
  • The application process that calls the function is the same.
  • The logon session is the same.
  • The instance of the component is the same.

SSLCACerts:   A newline separated list of CA certificate to use during SSL client authentication.

This setting specifies one or more CA certificates to be included in the request when performing SSL client authentication. Some servers require the entire chain, including CA certificates, to be presented when performing SSL client authentication. The value of this setting is a newline (CrLf) separated list of certificates. For instance:

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
..
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

SSLCheckCRL:   Whether to check the Certificate Revocation List for the server certificate.

This setting specifies whether the component will check the Certificate Revocation List specified by the server certificate. If set to 1 or 2, the component will first obtain the list of CRL URLs from the server certificate's CRL distribution points extension. The component will then make HTTP requests to each CRL endpoint to check the validity of the server's certificate. If the certificate has been revoked or any other issues are found during validation the component throws an exception.

When set to 0 (default) the CRL check will not be performed by the component. When set to 1, it will attempt to perform the CRL check, but will continue without an error if the server's certificate does not support CRL. When set to 2, it will perform the CRL check and will throw an error if CRL is not supported.

This configuration setting is only supported in the Java, C#, and C++ editions. In the C++ edition, it is only supported on Windows operating systems.

SSLCheckOCSP:   Whether to use OCSP to check the status of the server certificate.

This setting specifies whether the component will use OCSP to check the validity of the server certificate. If set to 1 or 2, the component will first obtain the OCSP URL from the server certificate's OCSP extension. The component will then locate the issuing certificate and make an HTTP request to the OCSP endpoint to check the validity of the server's certificate. If the certificate has been revoked or any other issues are found during validation the component throws an exception.

When set to 0 (default) the component will not perform an OCSP check. When set to 1, it will attempt to perform the OCSP check, but will continue without an error if the server's certificate does not support OCSP. When set to 2, it will perform the OCSP check and will throw an error if OCSP is not supported.

This configuration setting is only supported in the Java, C#, and C++ editions. In the C++ edition, it is only supported on Windows operating systems.

SSLCipherStrength:   The minimum cipher strength used for bulk encryption.

This minimum cipher strength largely dependent on the security modules installed on the system. If the cipher strength specified is not supported, an error will be returned when connections are initiated.

Please note that this setting contains the minimum cipher strength requested from the security library. The actual cipher strength used for the connection is shown by the SSLStatus event.

Use this setting with caution. Requesting a lower cipher strength than necessary could potentially cause serious security vulnerabilities in your application.

When the provider is OpenSSL, SSLCipherStrength is currently not supported. This functionality is instead made available through the OpenSSLCipherList config setting.

SSLEnabledCipherSuites:   The cipher suite to be used in an SSL negotiation.

The enabled cipher suites to be used in SSL negotiation.

By default, the enabled cipher suites will include all available ciphers ("*").

The special value "*" means that the component will pick all of the supported cipher suites. If SSLEnabledCipherSuites is set to any other value, only the specified cipher suites will be considered.

Multiple cipher suites are separated by semicolons.

Example values when SSLProvider is set to Platform: obj.config("SSLEnabledCipherSuites=*"); obj.config("SSLEnabledCipherSuites=CALG_AES_256"); obj.config("SSLEnabledCipherSuites=CALG_AES_256;CALG_3DES"); Possible values when SSLProvider is set to Platform include:

  • CALG_3DES
  • CALG_3DES_112
  • CALG_AES
  • CALG_AES_128
  • CALG_AES_192
  • CALG_AES_256
  • CALG_AGREEDKEY_ANY
  • CALG_CYLINK_MEK
  • CALG_DES
  • CALG_DESX
  • CALG_DH_EPHEM
  • CALG_DH_SF
  • CALG_DSS_SIGN
  • CALG_ECDH
  • CALG_ECDH_EPHEM
  • CALG_ECDSA
  • CALG_ECMQV
  • CALG_HASH_REPLACE_OWF
  • CALG_HUGHES_MD5
  • CALG_HMAC
  • CALG_KEA_KEYX
  • CALG_MAC
  • CALG_MD2
  • CALG_MD4
  • CALG_MD5
  • CALG_NO_SIGN
  • CALG_OID_INFO_CNG_ONLY
  • CALG_OID_INFO_PARAMETERS
  • CALG_PCT1_MASTER
  • CALG_RC2
  • CALG_RC4
  • CALG_RC5
  • CALG_RSA_KEYX
  • CALG_RSA_SIGN
  • CALG_SCHANNEL_ENC_KEY
  • CALG_SCHANNEL_MAC_KEY
  • CALG_SCHANNEL_MASTER_HASH
  • CALG_SEAL
  • CALG_SHA
  • CALG_SHA1
  • CALG_SHA_256
  • CALG_SHA_384
  • CALG_SHA_512
  • CALG_SKIPJACK
  • CALG_SSL2_MASTER
  • CALG_SSL3_MASTER
  • CALG_SSL3_SHAMD5
  • CALG_TEK
  • CALG_TLS1_MASTER
  • CALG_TLS1PRF
Example values when SSLProvider is set to Internal: obj.config("SSLEnabledCipherSuites=*"); obj.config("SSLEnabledCipherSuites=TLS_DHE_DSS_WITH_AES_128_CBC_SHA"); obj.config("SSLEnabledCipherSuites=TLS_DHE_DSS_WITH_AES_128_CBC_SHA;TLS_DH_ANON_WITH_AES_128_CBC_SHA"); Possible values when SSLProvider is set to Internal include:
  • TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256
  • TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256
  • TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDH_ECDSA_WITH_AES_256_GCM_SHA384
  • TLS_RSA_WITH_AES_256_GCM_SHA384
  • TLS_RSA_WITH_AES_128_GCM_SHA256
  • TLS_ECDH_ECDSA_WITH_AES_128_GCM_SHA256
  • TLS_DHE_DSS_WITH_AES_256_GCM_SHA384
  • TLS_DHE_RSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDH_RSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDH_RSA_WITH_AES_128_GCM_SHA256
  • TLS_DHE_RSA_WITH_AES_128_GCM_SHA256
  • TLS_DHE_DSS_WITH_AES_128_GCM_SHA256
  • TLS_DH_RSA_WITH_AES_128_GCM_SHA256 (Not Recommended)
  • TLS_DH_RSA_WITH_AES_256_GCM_SHA384 (Not Recommended)
  • TLS_DH_DSS_WITH_AES_128_GCM_SHA256 (Not Recommended)
  • TLS_DH_DSS_WITH_AES_256_GCM_SHA384 (Not Recommended)
  • TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA384
  • TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA384
  • TLS_DHE_DSS_WITH_AES_256_CBC_SHA256
  • TLS_RSA_WITH_AES_256_CBC_SHA256
  • TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA384
  • TLS_ECDH_RSA_WITH_AES_256_CBC_SHA384
  • TLS_DHE_RSA_WITH_AES_256_CBC_SHA256
  • TLS_DHE_RSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256
  • TLS_RSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDH_RSA_WITH_AES_128_CBC_SHA256
  • TLS_DHE_DSS_WITH_AES_128_CBC_SHA256
  • TLS_RSA_WITH_AES_256_CBC_SHA
  • TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA
  • TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA
  • TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA
  • TLS_DHE_RSA_WITH_AES_256_CBC_SHA
  • TLS_ECDH_RSA_WITH_AES_256_CBC_SHA
  • TLS_DHE_DSS_WITH_AES_256_CBC_SHA
  • TLS_RSA_WITH_AES_128_CBC_SHA
  • TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA
  • TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA
  • TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA
  • TLS_ECDH_RSA_WITH_AES_128_CBC_SHA
  • TLS_DHE_RSA_WITH_AES_128_CBC_SHA
  • TLS_DHE_DSS_WITH_AES_128_CBC_SHA
  • TLS_ECDHE_ECDSA_WITH_3DES_EDE_CBC_SHA
  • TLS_ECDHE_RSA_WITH_3DES_EDE_CBC_SHA
  • TLS_ECDH_ECDSA_WITH_3DES_EDE_CBC_SHA
  • TLS_ECDH_RSA_WITH_3DES_EDE_CBC_SHA
  • TLS_DHE_RSA_WITH_3DES_EDE_CBC_SHA
  • TLS_DHE_DSS_WITH_3DES_EDE_CBC_SHA
  • TLS_RSA_WITH_3DES_EDE_CBC_SHA
  • TLS_RSA_WITH_DES_CBC_SHA
  • TLS_DHE_RSA_WITH_DES_CBC_SHA
  • TLS_DHE_DSS_WITH_DES_CBC_SHA
  • TLS_RSA_WITH_RC4_128_MD5
  • TLS_RSA_WITH_RC4_128_SHA

When TLS 1.3 is negotiated (see SSLEnabledProtocols) only the following cipher suites are supported:

  • TLS_AES_256_GCM_SHA384
  • TLS_CHACHA20_POLY1305_SHA256
  • TLS_AES_128_GCM_SHA256

SSLEnabledCipherSuites is used together with SSLCipherStrength.

SSLEnabledProtocols:   Used to enable/disable the supported security protocols.

Used to enable/disable the supported security protocols.

Not all supported protocols are enabled by default (the value of this setting is 4032). If you want more granular control over the enabled protocols, you can set this property to the binary 'OR' of one or more of the following values:

TLS1.312288 (Hex 3000)
TLS1.23072 (Hex C00) (Default)
TLS1.1768 (Hex 300) (Default)
TLS1 192 (Hex C0) (Default)
SSL3 48 (Hex 30)
SSL2 12 (Hex 0C)

SSLEnabledProtocols - TLS 1.3 Notes

By default when TLS 1.3 is enabled the component will use the internal TLS implementation when the SSLProvider is set to Automatic for all editions.

In editions which are designed to run on Windows SSLProvider can be set to Platform to use the platform implementation instead of the internal implementation. When configured in this manner, please note that the platform provider is only supported on Windows 11 / Windows Server 2022 and up. The default internal provider is available on all platforms and is not restricted to any specific OS version.

If set to 1 (Platform provider) please be aware of the following notes:

  • The platform provider is only available on Windows 11 / Windows Server 2022 and up.
  • SSLEnabledCipherSuites and other similar SSL configuration settings are not supported.
  • If SSLEnabledProtocols includes both TLS 1.3 and TLS 1.2 the above restrictions are still applicable even if TLS 1.2 is negotiated. Enabling TLS 1.3 with the platform provider changes the implementation used for all TLS versions.

SSLEnableRenegotiation:   Whether the renegotiation_info SSL extension is supported.

This setting specifies whether the renegotiation_info SSL extension will be used in the request when using the internal security API. This setting is true by default, but can be set to false to disable the extension.

This setting is only applicable when SSLProvider is set to Internal.

SSLIncludeCertChain:   Whether the entire certificate chain is included in the SSLServerAuthentication event.

This setting specifies whether the Encoded parameter of the SSLServerAuthentication event contains the full certificate chain. By default this value is False and only the leaf certificate will be present in the Encoded parameter of the SSLServerAuthentication event.

If set to True all certificates returned by the server will be present in the Encoded parameter of the SSLServerAuthentication event. This includes the leaf certificate, any intermediate certificate, and the root certificate.

Note: When SSLProvider is set to Internal this value is automatically set to true. This is needed for proper validation when using the internal provider.

SSLKeyLogFile:   The location of a file where per-session secrets are written for debugging purposes.

This setting optionally specifies the full path to a file on disk where per-session secrets are stored for debugging purposes.

When set, the component will save the session secrets in the same format as the SSLKEYLOGFILE environment variable functionality used by most major browsers and tools such as Chrome, Firefox, and cURL. This file can then be used in tools such as Wireshark to decrypt TLS traffice for debugging purposes. When writing to this file the component will only append, it will not overwrite previous values.

Note: This setting is only applicable when SSLProvider is set to Internal.

SSLNegotiatedCipher:   Returns the negotiated ciphersuite.

Returns the ciphersuite negotiated during the SSL handshake.

Note: For server components (e.g. TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedCipher[connId]");

SSLNegotiatedCipherStrength:   Returns the negotiated ciphersuite strength.

Returns the strength of the ciphersuite negotiated during the SSL handshake.

Note: For server components (e.g.TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedCipherStrength[connId]");

SSLNegotiatedCipherSuite:   Returns the negotiated ciphersuite.

Returns the ciphersuite negotiated during the SSL handshake represented as a single string.

Note: For server components (e.g. TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedCipherSuite[connId]");

SSLNegotiatedKeyExchange:   Returns the negotiated key exchange algorithm.

Returns the key exchange algorithm negotiated during the SSL handshake.

Note: For server components (e.g. TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedKeyExchange[connId]");

SSLNegotiatedKeyExchangeStrength:   Returns the negotiated key exchange algorithm strength.

Returns the strenghth of the key exchange algorithm negotiated during the SSL handshake.

Note: For server components (e.g. TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedKeyExchangeStrength[connId]");

SSLNegotiatedVersion:   Returns the negotiated protocol version.

Returns the protocol version negotiated during the SSL handshake.

Note: For server components (e.g. TCPServer) this is a per-connection setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedVersion[connId]");

SSLSecurityFlags:   Flags that control certificate verification.

The following flags are defined (specified in hexadecimal notation). They can be or-ed together to exclude multiple conditions:

0x00000001Ignore time validity status of certificate.
0x00000002Ignore time validity status of CTL.
0x00000004Ignore non-nested certificate times.
0x00000010Allow unknown Certificate Authority.
0x00000020Ignore wrong certificate usage.
0x00000100Ignore unknown certificate revocation status.
0x00000200Ignore unknown CTL signer revocation status.
0x00000400Ignore unknown Certificate Authority revocation status.
0x00000800Ignore unknown Root revocation status.
0x00008000Allow test Root certificate.
0x00004000Trust test Root certificate.
0x80000000Ignore non-matching CN (certificate CN not-matching server name).

This functionality is currently not available in Java or when the provider is OpenSSL.

SSLServerCACerts:   A newline separated list of CA certificate to use during SSL server certificate validation.

This setting optionally specifies one or more CA certificates to be used when verifying the server certificate. When verifying the server's certificate the certificates trusted by the system will be used as part of the verification process. If the server's CA certificates are not installed to the trusted system store, they may be specified here so they are included when performing the verification process. This setting should only be set if the server's CA certificates are not already trusted on the system and cannot be installed to the trusted system store.

The value of this setting is a newline (CrLf) separated list of certificates. For instance:

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
..
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

TLS12SignatureAlgorithms:   Defines the allowed TLS 1.2 signature algorithms when SSLProvider is set to Internal.

This setting specifies the allowed server certificate signature algorithms when SSLProvider is set to Internal and SSLEnabledProtocols is set to allow TLS 1.2.

When specified the component will verify that the server certificate signature algorithm is among the values specified in this setting. If the server certificate signature algorithm is unsupported the component throws an exception.

The format of this value is a comma separated list of hash-signature combinations. For instance: component.SSLProvider = TCPClientSSLProviders.sslpInternal; component.Config("SSLEnabledProtocols=3072"); //TLS 1.2 component.Config("TLS12SignatureAlgorithms=sha256-rsa,sha256-dsa,sha1-rsa,sha1-dsa"); The default value for this setting is sha512-ecdsa,sha512-rsa,sha512-dsa,sha384-ecdsa,sha384-rsa,sha384-dsa,sha256-ecdsa,sha256-rsa,sha256-dsa,sha224-ecdsa,sha224-rsa,sha224-dsa,sha1-ecdsa,sha1-rsa,sha1-dsa.

In order to not restrict the server's certificate signature algorithm, specify an empty string as the value for this setting, which will cause the signature_algorithms TLS 1.2 extension to not be sent.

TLS12SupportedGroups:   The supported groups for ECC.

This setting specifies a comma separated list of named groups used in TLS 1.2 for ECC.

The default value is ecdhe_secp256r1,ecdhe_secp384r1,ecdhe_secp521r1.

When using TLS 1.2 and SSLProvider is set to Internal, the values refer to the supported groups for ECC. The following values are supported:

  • "ecdhe_secp256r1" (default)
  • "ecdhe_secp384r1" (default)
  • "ecdhe_secp521r1" (default)

TLS13KeyShareGroups:   The groups for which to pregenerate key shares.

This setting specifies a comma separated list of named groups used in TLS 1.3 for key exchange. The groups specified here will have key share data pregenerated locally before establishing a connection. This can prevent an additional round trip during the handshake if the group is supported by the server.

The default value is set to balance common supported groups and the computational resources required to generate key shares. As a result only some groups are included by default in this setting.

Note: All supported groups can always be used during the handshake even if not listed here, but if a group is used which is not present in this list it will incur an additional round trip and time to generate the key share for that group.

In most cases this setting does not need to be modified. This should only be modified if there is a specific reason to do so.

The default value is ecdhe_x25519,ecdhe_secp256r1,ecdhe_secp384r1,ffdhe_2048,ffdhe_3072

The values are ordered from most preferred to least preferred. The following values are supported:

  • "ecdhe_x25519" (default)
  • "ecdhe_x448"
  • "ecdhe_secp256r1" (default)
  • "ecdhe_secp384r1" (default)
  • "ecdhe_secp521r1"
  • "ffdhe_2048" (default)
  • "ffdhe_3072" (default)
  • "ffdhe_4096"
  • "ffdhe_6144"
  • "ffdhe_8192"

TLS13SignatureAlgorithms:   The allowed certificate signature algorithms.

This setting holds a comma separated list of allowed signature algorithms. Possible values are:

  • "ed25519" (default)
  • "ed448" (default)
  • "ecdsa_secp256r1_sha256" (default)
  • "ecdsa_secp384r1_sha384" (default)
  • "ecdsa_secp521r1_sha512" (default)
  • "rsa_pkcs1_sha256" (default)
  • "rsa_pkcs1_sha384" (default)
  • "rsa_pkcs1_sha512" (default)
  • "rsa_pss_sha256" (default)
  • "rsa_pss_sha384" (default)
  • "rsa_pss_sha512" (default)
The default value is rsa_pss_sha256,rsa_pss_sha384,rsa_pss_sha512,rsa_pkcs1_sha256,rsa_pkcs1_sha384,rsa_pkcs1_sha512,ecdsa_secp256r1_sha256,ecdsa_secp384r1_sha384,ecdsa_secp521r1_sha512,ed25519,ed448. This setting is only applicable when SSLEnabledProtocols includes TLS 1.3.
TLS13SupportedGroups:   The supported groups for (EC)DHE key exchange.

This setting specifies a comma separated list of named groups used in TLS 1.3 for key exchange. This setting should only be modified if there is a specific reason to do so.

The default value is ecdhe_x25519,ecdhe_x448,ecdhe_secp256r1,ecdhe_secp384r1,ecdhe_secp521r1,ffdhe_2048,ffdhe_3072,ffdhe_4096,ffdhe_6144,ffdhe_8192

The values are ordered from most preferred to least preferred. The following values are supported:

  • "ecdhe_x25519" (default)
  • "ecdhe_x448" (default)
  • "ecdhe_secp256r1" (default)
  • "ecdhe_secp384r1" (default)
  • "ecdhe_secp521r1" (default)
  • "ffdhe_2048" (default)
  • "ffdhe_3072" (default)
  • "ffdhe_4096" (default)
  • "ffdhe_6144" (default)
  • "ffdhe_8192" (default)

Socket Config Settings

AbsoluteTimeout:   Determines whether timeouts are inactivity timeouts or absolute timeouts.

If AbsoluteTimeout is set to True, any method which does not complete within Timeout seconds will be aborted. By default, AbsoluteTimeout is False, and the timeout is an inactivity timeout.

Note: This option is not valid for UDP ports.

FirewallData:   Used to send extra data to the firewall.

When the firewall is a tunneling proxy, use this property to send custom (additional) headers to the firewall (e.g. headers for custom authentication schemes).

InBufferSize:   The size in bytes of the incoming queue of the socket.

This is the size of an internal queue in the TCP/IP stack. You can increase or decrease its size depending on the amount of data that you will be receiving. Increasing the value of the InBufferSize setting can provide significant improvements in performance in some cases.

Some TCP/IP implementations do not support variable buffer sizes. If that is the case, when the component is activated the InBufferSize reverts to its defined size. The same happens if you attempt to make it too large or too small.

OutBufferSize:   The size in bytes of the outgoing queue of the socket.

This is the size of an internal queue in the TCP/IP stack. You can increase or decrease its size depending on the amount of data that you will be sending. Increasing the value of the OutBufferSize setting can provide significant improvements in performance in some cases.

Some TCP/IP implementations do not support variable buffer sizes. If that is the case, when the component is activated the OutBufferSize reverts to its defined size. The same happens if you attempt to make it too large or too small.

Base Config Settings

BuildInfo:   Information about the product's build.

When queried, this setting will return a string containing information about the product's build.

GUIAvailable:   Tells the component whether or not a message loop is available for processing events.

In a GUI-based application, long-running blocking operations may cause the application to stop responding to input until the operation returns. The component will attempt to discover whether or not the application has a message loop and, if one is discovered, it will process events in that message loop during any such blocking operation.

In some non-GUI applications, an invalid message loop may be discovered that will result in errant behavior. In these cases, setting GUIAvailable to false will ensure that the component does not attempt to process external events.

LicenseInfo:   Information about the current license.

When queried, this setting will return a string containing information about the license this instance of a component is using. It will return the following information:

  • Product: The product the license is for.
  • Product Key: The key the license was generated from.
  • License Source: Where the license was found (e.g., RuntimeLicense, License File).
  • License Type: The type of license installed (e.g., Royalty Free, Single Server).
  • Last Valid Build: The last valid build number for which the license will work.
MaskSensitive:   Whether sensitive data is masked in log messages.

In certain circumstances it may be beneficial to mask sensitive data, like passwords, in log messages. Set this to true to mask sensitive data. The default is true.

This setting only works on these components: AS3Receiver, AS3Sender, Atom, Client(3DS), FTP, FTPServer, IMAP, OFTPClient, SSHClient, SCP, Server(3DS), Sexec, SFTP, SFTPServer, SSHServer, TCPClient, TCPServer.

UseInternalSecurityAPI:   Tells the component whether or not to use the system security libraries or an internal implementation.

When set to false, the component will use the system security libraries by default to perform cryptographic functions where applicable. In this case, calls to unmanaged code will be made. In certain environments this is not desirable. To use a completely managed security implementation set this setting to true.

Setting this setting to true tells the component to use the internal implementation instead of using the system security libraries.

On Windows, this setting is set to false by default. On Linux/macOS, this setting is set to true by default.

If using the .NET Standard Library, this setting will be true on all platforms. The .NET Standard library does not support using the system security libraries.

Note: This setting is static. The value set is applicable to all components used in the application.

When this value is set the product's system DLL is no longer required as a reference, as all unmanaged code is stored in that file.

Trappable Errors (InvStatement Component)

OFX Errors

2000   Required field missing from server response.
2001   OFX server error. Description follows.
2002   Invalid OFX response.
2003   OFX response contains unknown element tags.

The component may also return one of the following error codes, which are inherited from other components.

XML Errors

101   Invalid attribute index.
102   No attributes available.
103   Invalid namespace index.
104   No namespaces available.
105   Invalid element index.
106   No elements available.
107   Attribute does not exist.
201   Unbalanced element tag.
202   Unknown element prefix (can't find namespace).
203   Unknown attribute prefix (can't find namespace).
204   Invalid XML markup.
205   Invalid end state for parser.
206   Document contains unbalanced elements.
207   Invalid XPath.
208   No such child.
209   Top element does not match start of path.
210   DOM tree unavailable (set BuildDOM to true and reparse).
302   Can't open file.
401   Invalid XML would be generated.
402   An invalid XML name has been specified.

HTTP Errors

118   Firewall Error. Error description contains detailed message.
143   Busy executing current method.
151   HTTP protocol error. The error message has the server response.
152   No server specified in URL
153   Specified URLScheme is invalid.
155   Range operation is not supported by server.
156   Invalid cookie index (out of range).
301   Interrupted.
302   Can't open AttachedFile.

The component may also return one of the following error codes, which are inherited from other components.

TCPClient Errors

100   You cannot change the RemotePort at this time. A connection is in progress.
101   You cannot change the RemoteHost (Server) at this time. A connection is in progress.
102   The RemoteHost address is invalid (0.0.0.0).
104   Already connected. If you want to reconnect, close the current connection first.
106   You cannot change the LocalPort at this time. A connection is in progress.
107   You cannot change the LocalHost at this time. A connection is in progress.
112   You cannot change MaxLineLength at this time. A connection is in progress.
116   RemotePort cannot be zero. Please specify a valid service port number.
117   You cannot change the UseConnection option while the component is active.
135   Operation would block.
201   Timeout.
211   Action impossible in control's present state.
212   Action impossible while not connected.
213   Action impossible while listening.
301   Timeout.
303   Could not open file.
434   Unable to convert string to selected CodePage.
1105   Already connecting. If you want to reconnect, close the current connection first.
1117   You need to connect first.
1119   You cannot change the LocalHost at this time. A connection is in progress.
1120   Connection dropped by remote host.

SSL Errors

270   Cannot load specified security library.
271   Cannot open certificate store.
272   Cannot find specified certificate.
273   Cannot acquire security credentials.
274   Cannot find certificate chain.
275   Cannot verify certificate chain.
276   Error during handshake.
280   Error verifying certificate.
281   Could not find client certificate.
282   Could not find server certificate.
283   Error encrypting data.
284   Error decrypting data.

TCP/IP Errors

10004   [10004] Interrupted system call.
10009   [10009] Bad file number.
10013   [10013] Access denied.
10014   [10014] Bad address.
10022   [10022] Invalid argument.
10024   [10024] Too many open files.
10035   [10035] Operation would block.
10036   [10036] Operation now in progress.
10037   [10037] Operation already in progress.
10038   [10038] Socket operation on non-socket.
10039   [10039] Destination address required.
10040   [10040] Message too long.
10041   [10041] Protocol wrong type for socket.
10042   [10042] Bad protocol option.
10043   [10043] Protocol not supported.
10044   [10044] Socket type not supported.
10045   [10045] Operation not supported on socket.
10046   [10046] Protocol family not supported.
10047   [10047] Address family not supported by protocol family.
10048   [10048] Address already in use.
10049   [10049] Can't assign requested address.
10050   [10050] Network is down.
10051   [10051] Network is unreachable.
10052   [10052] Net dropped connection or reset.
10053   [10053] Software caused connection abort.
10054   [10054] Connection reset by peer.
10055   [10055] No buffer space available.
10056   [10056] Socket is already connected.
10057   [10057] Socket is not connected.
10058   [10058] Can't send after socket shutdown.
10059   [10059] Too many references, can't splice.
10060   [10060] Connection timed out.
10061   [10061] Connection refused.
10062   [10062] Too many levels of symbolic links.
10063   [10063] File name too long.
10064   [10064] Host is down.
10065   [10065] No route to host.
10066   [10066] Directory not empty
10067   [10067] Too many processes.
10068   [10068] Too many users.
10069   [10069] Disc Quota Exceeded.
10070   [10070] Stale NFS file handle.
10071   [10071] Too many levels of remote in path.
10091   [10091] Network subsystem is unavailable.
10092   [10092] WINSOCK DLL Version out of range.
10093   [10093] Winsock not loaded yet.
11001   [11001] Host not found.
11002   [11002] Non-authoritative 'Host not found' (try again or check DNS setup).
11003   [11003] Non-recoverable errors: FORMERR, REFUSED, NOTIMP.
11004   [11004] Valid name, no data record (check DNS setup).

Copyright (c) 2023 4D Payments Inc.
4D E-Banking SDK 2022 .NET Edition - Version 22.0 [Build 8593]