Equitable - Client United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with Equitable - Client 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.
Equitable is the US financial-services brand of retirement and protection companies associated with Equitable Holdings, offering insurance, annuity, investment and retirement services. Its website traces the Equitable Financial Life Insurance Company legacy to 1859 and describes offerings for individuals, employers and financial professionals; it distinguishes Equitable Advisors and the separate Equitable America insurer. This Plaid connector is listed for US customers and provides credential-based access with capabilities including balances, transactions, investment and asset data, identity and income verification. The site's support categories include annuities, brokerage, employee benefits, health, life insurance and retirement plans, but public material reviewed does not establish which of these products this specific Plaid connector reaches; no connected-account sample was available. It should not be confused with Equitable Bank, Equitable Savings and Loan, or separate Equitable investment and retirement-program integrations in the catalogue. Exact client-account coverage remains uncertain.
Live Connection Health
Connection Information
Bank API details
- Domain
- equitable.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 Equitable - Client are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- Equitable - Client
- PLAID Institution ID
- ins_116519
- Provider Domain
- equitable.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your Equitable - Client 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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