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

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 Google Drive

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.

Google Drive

Export and sync comprehensive Wells Fargo 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 Drive

External Resources about Google Drive:

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