Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Fidelity

Fidelity Integration

One way sync
Banking
Plaid (OAuth)

Datasets

AccountsInfo+Balances-All

Balances

Identity

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Fidelity data to flat files

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files
Google Drive

Destination: Google Drive

Export and sync comprehensive Fidelity datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.


└ Google Sheets

Destination: └ Google Sheets

Export and sync comprehensive Fidelity datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.


OneDrive

Destination: OneDrive

Export and sync comprehensive Fidelity 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.


└ Excel Online

Destination: └ Excel Online

Export and sync comprehensive Fidelity 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 for Business

Destination: OneDrive for Business

Export and sync comprehensive Fidelity datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


└ Excel Online

Destination: └ Excel Online

Export and sync comprehensive Fidelity datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.


Box

Destination: Box

Export and sync comprehensive Fidelity datasets to XLSX or CSV files in Box on a recurring, automatic basis. Historical data is included.


Dropbox

Destination: Dropbox

Export and sync comprehensive Fidelity datasets to XLSX or CSV files in Dropbox on a recurring, automatic basis. Historical data is included.


Amazon S3

Destination: Amazon S3

Export and sync comprehensive Fidelity datasets to XLSX or CSV files in Amazon S3 storage buckets on a recurring, automatic basis. Historical data is included.


Azure Storage

Destination: Azure Storage

Export and sync comprehensive Fidelity datasets to CSV or Excel XLSX files in Microsoft Azure on a recurring, automatic basis. Past and present data records are included.


Google Cloud Storage

Destination: Google Cloud Storage

Export and sync comprehensive Fidelity datasets to CSV or Excel XLSX files in Google Cloud Storage buckets on a recurring, automatic basis. Past and present data records are included. Connect to Google BigQuery and Google Data Studio.


FTP

Destination: FTP

Export and sync comprehensive Fidelity datasets to CSV or Excel XLSX files on FTP servers.


SFTP

Destination: SFTP

Export and sync comprehensive Fidelity datasets to CSV or Excel XLSX files on SFTP servers.