Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Wells Fargo

Wells Fargo Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Credit Details

Identity

Income

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Liabilities

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Wells Fargo data to Excel Online

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Full DatasetsData IntegrationFlat files

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets.

Excel Online

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

Excel Online

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