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Banking Destination

Sync Investments to CSV

Investments CSV

Automatically sync your Investments data into CSV with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data
One-way Sync
For Non-technical Users
Connect Investments to CSV Which Investments API does Flatly use?

Source: Investments

Flatly connects to almost 10,000 financial institutions in the US and Canada via Plaid.

Auth: Plaid (OAuth)

Available datasets

  • Balances
  • Balances-Recent
  • Transactions-AllAvailable
  • Transactions-Last X days Date-ranged
  • Transactions-AllAvailable+Accounts Combo
  • Transactions-Last X days+Accounts Combo Date-ranged
  • InvestmentTransactions-All
  • InvestmentTransactions-Last X days Date-ranged
  • InvestmentTransactions-All+Accounts Combo
  • InvestmentTransactions-Last X days+Accounts Combo Date-ranged
  • InvestmentHoldings
  • Liabilities-Credit
  • Liabilities-Mortgage
  • Liabilities-Student

Destination: CSV

Comma-Separated Values (CSV) files are simple, versatile, self-contained databases.

Auth: Basic, OAuth or Service Account Authentication

How it works

  1. 1

    Connect Investments

    Authenticate Investments (Plaid (OAuth)) and CSV (Basic, OAuth or Service Account Authentication) in the Flatly dashboard. You only have to do this once.

  2. 2

    Choose your datasets

    Pick which Investments datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.

  3. 3

    Data lands in CSV

    Flatly uploads your Investments data to CSV automatically and refreshes it based on your sync frequency.

FAQ: Banking

What is the difference between "banking" and "Plaid"?

Plaid is a trusted proxy for banking integrations. Flatly uses "Plaid" and "Banking" synonymously because, importantly, many users are unfamiliar with Plaid and simply want to find a data integration solution that works with their bank. In the data sync context Banking, Finance and Investments are all aliases for Plaid.

More information:

FAQ: Investments to CSV

How frequently can I sync data from Investments to CSV?
Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Investments data during the sync?
No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Investments and securely loads it into CSV without altering your original source data.
Do I need to write code to connect Investments to CSV?
No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable
Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Investments to CSV

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