Ascensus - Merrill Lynch

Ascensus - Merrill Lynch United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Ascensus - Merrill Lynch 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.

Ascensus, LLC is a U.S. retirement-plan recordkeeper and savings-services administrator founded in 1980 as The Barclay Group. Its current U.S. site describes retirement and education savings services for savers, employers, advisers and institutions. The Plaid “Ascensus - Merrill Lynch” entry opens an Ascensus-hosted, Merrill-branded account route, not Merrill’s general wealth-management and brokerage service or Merrill Benefits OnLine. Plaid lists balance, transaction, identity, income and investment data capabilities, but no connected-account sample was available and the exact eligible plan types and participant versus sponsor access could not be confirmed; therefore the scope should not be assumed to include all Ascensus or Merrill accounts. Other Ascensus partner-branded plan routes, such as American Funds and BB&T, are separately listed connectors and are not established as interchangeable with this one.

Live Connection Health

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Connection Information

Bank API details

Domain
ascensus.com
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 Ascensus - Merrill Lynch are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Ascensus - Merrill Lynch
PLAID Institution ID
ins_118645

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Keep track of your finances with AI and spreadsheets.

Fintable fetches your bank transactions and financial data from Ascensus - Merrill Lynch 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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