Waterfall Bank United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Waterfall 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.

Waterfall Bank is an FDIC-insured bank based in Clearwater, Florida, built around relationship banking for entrepreneurs, business owners, investors and high-net-worth individuals. Its US banking offering includes personal and business checking, savings and money market accounts, lending, and online and mobile account access; it also serves clients resident abroad. This Plaid connector provides access to balances and transactions, alongside supported account-authentication, identity and asset data services. The bank’s business and private-client services share an online-banking portal, but the connector’s precise personal-versus-business coverage and support for loans or specialized treasury accounts have not been established. Finicity and Teller offer separate integrations for the same bank, with account-level overlap unconfirmed. Waterfall Asset Management is a different institution and is not the bank connected here.

Live Connection Health

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Connection Information

Bank API details

Login portals
Online Banking (Personal and Business)
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 Waterfall Bank are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Waterfall Bank
PLAID Institution ID
ins_134394

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Keep track of your finances with AI and spreadsheets.

Fintable fetches your bank transactions and financial data from Waterfall Bank 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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