Stifel Trust Company - Client Point United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with Stifel Trust Company - Client Point 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.
Stifel Trust Company - Client Point offers a seamless integration that enhances your banking experience by providing access to a variety of financial features. Through this integration, you can easily view your assets, check balances, track transactions, and analyze your income, including income verification. Additionally, it supports insights into your investments, giving you a comprehensive overview of your financial health. This intuitive platform is designed to streamline your banking tasks while ensuring secure and efficient management of your finances. For further details, you can visit their client portal at the provided URL.
Live Connection Health
Connection Information
Bank API details
- Domain
- clientpoint.fisglobal.com
- 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 Stifel Trust Company - Client Point are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- Stifel Trust Company - Client Point
- PLAID Institution ID
- ins_125563
- Provider Domain
- clientpoint.fisglobal.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your Stifel Trust Company - Client Point 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.
