Assante - InvestorOnline Canada 🇨🇦
Fintable bank API integration powered by Plaid.
Fintable integrates with Assante - InvestorOnline APIs to sync your finances to spreadsheets.
Fintable es una herramienta financiera que se conecta automáticamente a tus cuentas bancarias y exporta saldos y transacciones a Google Sheets o Airtable. Esta integración funciona con Plaid en 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
- Estado en Fintable
- This connection is supported by Fintable via Plaid.
- Disponibilidad
-
Integración de Fintable Fintable tiene una integración con Plaid. Proveedor activado Fintable tiene Plaid activado para los clientes. Funciona según el proveedor Plaid informa de que esta conexión funciona. Conexión activada Fintable ofrece esta conexión a los clientes. Una conexión solo se puede vincular cuando las cuatro indican «Sí».
- API Access
- Accounts, balances, and transactions from Assante - InvestorOnline are available programmatically via the API de Fintable 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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Lleva el control de tus finanzas con IA y hojas de cálculo.
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.
