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Ziegler Wealth Management

Ziegler Wealth Management United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Ziegler Wealth Management APIs to sync your finances to spreadsheets.

Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in United States.

Ziegler Wealth Management offers a seamless bank integration through Plaid that enhances your financial experience by providing access to various features, including assets management, balance tracking, transaction monitoring, identity verification, income verification, and investments oversight. This integration allows users to securely connect their bank accounts and manage their financial information more effectively. You can easily access your account through their website at [Ziegler Wealth Management](https://ziegler.netxinvestor.com/nxi/login), where the primary color scheme is a calming blue (#0075a3), creating a user-friendly interface for managing your wealth.

Live Connection Health

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Connection Information

Bank API details

Fintable Status
Supported
This connection is supported by Fintable via Plaid.
Availability
Fintable integration Fintable has an integration with Plaid.
Yes
Provider enabled Fintable has Plaid switched on for customers.
Yes
Reported working Plaid reports that this connector works.
Yes
Connector enabled Fintable offers this connector to customers.
Yes

A connector can be linked only when all four are Yes.

API Access
Accounts, balances, and transactions from Ziegler Wealth Management are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Ziegler Wealth Management
PLAID Institution ID
ins_115895
Provider Domain
ziegler.netxinvestor.com

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Keep track of your finances with AI and spreadsheets.

Fintable syncs your Ziegler Wealth Management accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.

A Fintable finance template in Airtable, with bank accounts and their categories

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