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 Power BI

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files
Power BI

Export and sync comprehensive Wells Fargo datasets to Power BI using OneDrive or OneDrive for Business as a connector.

Power BI

External Resources about PowerBI: