Please note: BlueShore Financial online banking does not support built-in OFX retrieval. Clients are required to login to Online Banking to retrieve OFX information.

How to use

Login to Online Banking; by default you will be taken to the Account Summary page.

Click on View account activity in the left-hand menu.

Specify what statement information you would like to download.

• Select the Account(s) you would like to download information from
• Select the number of most recent transactions you would like to View
• Indicate the Date Range or select a Monthly statement
• Click the arrow to open the Advanced Options
• If you want only specific transactions, select which ones to Show from the drop down menu
• Select the Format for your download from the drop down menu (i.e. Quicken, CSV, PDF, etc.)
• Click Submit

The Account Activity download feature will display a warning advising you that our Enhanced Security feature will be temporarily disabled in order to allow you to download the file. There is also a reminder to delete the file if you are downloading the file while using a public computer.

Depending on the configuration of your financial software, your statement might be automatically imported. If not, you will be prompted to save a file to your computer's hard drive so it can be imported into your software later.

For further assistance with your specific software application, please contact the manufacturer for support.