B Riley Wealth Management United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with B Riley Wealth Management 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.
B. Riley Wealth Management is a US wealth-management and financial-planning firm serving individuals, families, businesses and nonprofit organizations with brokerage, investment management, insurance, tax services and related advice. Its current public site presents a US offering; no other market is evidenced. This Plaid connector is a credential-based, non-OAuth integration whose provider record lists assets, balances, transactions, investments and income-related products. The exact eligible account types and whether the connector reaches only individual brokerage accounts or additional advisory accounts are not documented on the public site, and no connected-account records were available. The firm’s website links to Fidelity (NFS) and eMoney client portals, while the provider’s FCCS login page is a separate login system; those differences do not establish that those portals or all of the firm’s business and corporate offerings are covered by this Plaid connector. B. Riley Wealth is not the same institution as its parent B. Riley Financial.
Live Connection Health
Connection Information
Bank API details
- Domain
- brileywealth.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 B Riley Wealth Management are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- B Riley Wealth Management
- PLAID Institution ID
- ins_118612
- Provider Domain
- auth.fccaccessonline.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your B Riley Wealth Management 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.
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