Bank of America Private Bank United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with Bank of America Private Bank APIs to sync your finances to spreadsheets.
Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in United States.
Bank of America Private Bank is the United States private wealth management division of Bank of America, N.A., with a heritage spanning more than 200 years. It serves wealthy individuals and families, business owners, family offices and institutions through investment management, trust and estate services, banking and customized lending. This Plaid connector uses OAuth for supported balances, transactions, investment, identity and liability data within the Private Bank relationship. A USD custody account classified as investment/brokerage and a custom residential mortgage classified as a loan were observed in connected accounts; these observations do not establish every supported product. The connector is distinct from Bank of America's general retail banking connection and should not be assumed to cover Merrill or corporate CashPro accounts. Another Plaid connector named Bank of America - Private Bank uses non-OAuth authentication and advertises a narrower product set; exact account-level overlap remains unconfirmed. Finicity also offers a separate connection to the same Private Bank segment.
Live Connection Health
Connection Information
Bank API details
- Login portals
- Private Bank Online
- Fintable Status
- This connection is supported by Fintable via Plaid.
- Availability
-
Fintable integration Fintable has an integration with Plaid. Provider enabled Fintable has Plaid switched on for customers. Reported working Plaid reports that this connector works. Connector enabled Fintable offers this connector to customers. A connector can be linked only when all four are Yes.
- API Access
- Accounts, balances, and transactions from Bank of America Private Bank are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- Bank of America Private Bank
- PLAID Institution ID
- ins_119213
- Provider Domain
- privatebank.bankofamerica.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your Bank of America Private Bank accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.
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