IXIS Advisor Funds United States 🇺🇸

Fintable integrates with IXIS Advisor Funds 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 powered by Finicity (by Mastercard), with supported Open Banking integrations via FINICITY in United States.

The IXIS Advisor Funds integration through Finicity (by Mastercard) offers users seamless access to their investment accounts, providing features like transaction aggregation, verification of account ownership, and verification of income and assets. While ACH services are currently offline, users can access their account anytime online for investment management. To log in, simply visit the secure account view portal, where you will need your Social Security Number or TIN, along with your password or PIN. For any assistance, you can reach out to their customer service at 800-225-5478. This integration facilitates a smooth experience for managing and overseeing your investments efficiently.