Merrill Lynch - Benefits

Merrill Lynch - Benefits United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Merrill Lynch - Benefits 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.

Merrill’s Benefits OnLine is the U.S. employer-sponsored retirement and equity-awards service of Merrill Lynch, Pierce, Fenner & Smith Incorporated, a brokerage and investment subsidiary of Bank of America. This Plaid connector is for workplace-benefit participants rather than the broader Merrill wealth-management login, Merrill Edge brokerage or Bank of America banking and corporate accounts. Connected accounts observed here include 401(k) plans, employee stock plans and associated brokerage investments; the sample does not establish every supported plan. Plaid provides access to eligible balances and transactions, alongside investment data, through this Benefits connection. Other providers and a separate Plaid Benefits OnLine connector also list this portal; their precise overlap is not established.

Live Connection Health

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Connection Information

Bank API details

Login portals
Workplace retirement and equity awards
Fintable Status
Supported
This connection is supported by Fintable via Plaid.
Availability
Fintable integration Fintable has an integration with Plaid.
Yes
Provider enabled Fintable has Plaid switched on for customers.
Yes
Reported working Plaid reports that this connector works.
Yes
Connector enabled Fintable offers this connector to customers.
Yes

A connector can be linked only when all four are Yes.

API Access
Accounts, balances, and transactions from Merrill Lynch - Benefits are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Merrill Lynch - Benefits
PLAID Institution ID
ins_116278

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Keep track of your finances with AI and spreadsheets.

Fintable fetches your bank transactions and financial data from Merrill Lynch - Benefits in realtime, and then syncs that data to your own spreadsheet, database, or AI.

A Fintable finance template in Airtable, with bank accounts and their categories
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