Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Citi - Personal Wealth Management

Citi - Personal Wealth Management Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Citi - Personal Wealth Management data to OneDrive

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Flatly uses Plaid to connect to over 10,000 financial institutions in the US and Canada.

OneDrive

Export and sync comprehensive Citi - Personal Wealth Management datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive

External Resources about OneDrive:

Wikipedia

Capterra

G2

GetApp