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Razorbx13's avatar
Razorbx13
Icon for Post Patron rankPost Patron
4 years ago

Connection to Investment Companies

I have a need to pull in daily account balances from various accounts held at different investment firms such as Schwab, Merrill Lynch, JP Morgan, etc.  Has anyone done anything like this?  TIA.
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v-zhangti's avatar
v-zhangti
Icon for Community Support rankCommunity Support
4 years ago

Hi, Razorbx13 

 

I think the most important thing is how to get the data from bank account.Maybe you can refer this video. Get data via API is a good choice.

 

And You can refer to this video to build your report. https://www.youtube.com/watch?v=i2ilv0eB1w4.

 

Best Regards,

Community Support Team _Charlotte

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