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Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Fieldpoint Private Bank & Trust 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.

Fieldpoint Private Bank & Trust is a US private bank offering personal and commercial banking, founded by 31 business leaders during the early years of the Great Financial Crisis. Its customer-facing site describes personal deposits, online banking and lending alongside commercial banking; the institution also serves clients in the United States and clients abroad, but this connector is listed for the US. This Plaid connector provides access to financial data, but the bank does not publicly specify which account segments or products this specific Plaid integration reaches, so coverage of personal, commercial, trust, credit-card or investment accounts cannot be assumed. The bank’s separate Treasury Cash Management and Fieldpoint Private Trust offerings should not be conflated with the scope of this connector. Catalogue entries show distinct same-brand Yodlee and Finicity integrations with their own authentication and data descriptions; those scopes do not establish Plaid coverage. No connected-account sample was supplied.

Live Connection Health

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Connection Information

Bank API details

Login portals
Personal Banking
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 Fieldpoint Private Bank & Trust are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Fieldpoint Private Bank & Trust
PLAID Institution ID
ins_102940
Provider Domain
fieldpointprivate.com

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Keep track of your finances with AI and spreadsheets.

Fintable syncs your Fieldpoint Private Bank & Trust 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.

A Fintable finance template in Airtable, with bank accounts and their categories

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