RBC Wealth Management United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with RBC 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.
RBC Wealth Management’s U.S. business provides investment advice, brokerage, retirement and wealth-planning services as a division of RBC Capital Markets, LLC, within Royal Bank of Canada. Its origins date to a brokerage founded in St. Paul, Minnesota, in 1909. This Plaid connector serves U.S. wealth-management clients for balances, transactions and investment data; USD brokerage, IRA and Roth accounts have been observed in connected accounts. The firm also serves business owners and institutional clients, but this connector’s coverage of their account arrangements is not established. It is distinct from RBC’s Canadian Dominion Securities and retail banking services and does not imply access to those accounts. Separate Finicity and Yodlee connectors cover the same U.S. wealth business. Another Plaid connector named RBC Wealth Management (US) shares its front door, but the precise account or technical distinction between the two is undocumented.
Live Connection Health
Connection Information
Bank API details
- Domain
- rbcwealthmanagement.com
- Login portals
- U.S. Wealth Management investment and retirement accounts
- 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 RBC Wealth Management are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- RBC Wealth Management
- PLAID Institution ID
- ins_133104
- Provider Domain
- rbcwealthmanagement.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your RBC 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.
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