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Arvest - Wealth Management

Arvest - Wealth Management United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Arvest - 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.

Plaid provides an integration with Arvest - Wealth Management in the United States that lets you securely connect your accounts to access a broad set of data and verification services. Through this integration you can view assets and balances, access investments and transactions with the ability to refresh transaction data, and use identity and identity_match features alongside income_verification, plus a CRA lend score to support lending decisions and signal data for monitoring activity. The integration does not use OAuth, and there are no routing numbers exposed in this connection. You can start the flow at the login URL: https://arvestwealth.netxinvestor.com/nxi/login.

Live Connection Health

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Connection Information

Bank API details

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 Arvest - Wealth Management are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Arvest - Wealth Management
PLAID Institution ID
ins_131966
Provider Domain
arvestwealth.netxinvestor.com

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Keep track of your finances with AI and spreadsheets.

Fintable syncs your Arvest - 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.

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

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