Assante - InvestorOnline Canada 🇨🇦
Fintable bank API integration powered by Plaid.
Fintable integrates with Assante - InvestorOnline 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 Canada.
CI Assante Wealth Management is a Canadian wealth-management business founded in 1995 and owned by CI Financial. Its investment dealer, CI Assante Wealth Management Ltd., provides investment services alongside financial, retirement and estate planning for families, professionals and business owners. This Plaid connector is specifically associated with Assante InvestorOnline, the client investment-account portal, for balances, transactions and investment data. It should not be assumed to cover the separate Assante Private Client managed-portfolio portals, advisor access or the newer Assante Portal. Exact supported investment account types and business-account coverage have not been established. A separate Plaid connector named CI Financial - Investor Online points to the same InvestorOnline service, but the difference in account coverage between the two connectors is not documented.
Live Connection Health
Connection Information
Bank API details
- Domain
- cifinancial.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 Assante - InvestorOnline are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- Assante - InvestorOnline
- PLAID Institution ID
- ins_118863
- Provider Domain
- assanteservices.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your Assante - InvestorOnline 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.
