Navy Federal → OFX for Financial Advisors (IFAs)
As financial advisor, you need Navy Federal bank statements in OFX format. Navy Federal Credit Union statements include share accounts, checking, and loan payments in a single statement. BankScan AI separates and converts the checking transactions. BankScan AI handles the conversion — MM/DD/YYYY, credit union format with combined Share Savings, Share Draft (checking), and loan account sections, each with Date, Description, Amount, and Balance columns, and all.
How It Works
Upload Navy Federal PDF
Drop your Navy Federal statement PDF. Supports PDF.
AI converts to OFX
Parses Navy Federal's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Navy Federal + OFX + Financial Advisors (IFAs)
- Navy Federal expertise — Handles MM/DD/YYYY and credit union format with combined Share Savings, Share Draft (checking), and loan account sections, each with Date, Description, Amount, and Balance columns
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Navy Federal to OFX — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Navy Federal to OFX Free