Does Fillfolio retrieve bank transactions?
No. The recurring connection is initialized with Transactions so the provider can maintain fresh account data, but Fillfolio retrieves and stores only minimized account metadata and balances.
Bank connections
Banks Supported by Fillfolio — MCP & Google Sheets™ Connections
Search U.S. and Canadian institutions supported by Fillfolio's read-only bank connection. Review exactly what the app retrieves before connecting an account.
9,964 supported
Live institution search with 50 reviewed detail pages.
Read-only by design
Fillfolio tracks portfolio data and does not place trades, move money, or take custody.
Available surfaces
Fillfolio dashboard, Google Sheets™, MCP.
Search supported institutions
9,964 institutions are searchable. The reviewed institutions below have stable public detail pages.
C
Chase
U.S. bankU.S. bank balance connection
BO
Bank of America
U.S. bankU.S. bank balance connection
WF
Wells Fargo
U.S. bankU.S. bank balance connection
CO
Capital One
U.S. bankU.S. bank balance connection
CO
Citibank Online
U.S. bankU.S. bank balance connection
UB
U.S. Bank
U.S. bankU.S. bank balance connection
P
PNC
U.S. bankU.S. bank balance connection
TB
TD Bank
U.S. bankU.S. bank balance connection
T
Truist
U.S. bankU.S. bank balance connection
RB
Regions Bank
U.S. bankU.S. bank balance connection
CB
Citizens Bank
U.S. bankU.S. bank balance connection
HB
Huntington Bank - Personal & Business
U.S. bankU.S. bank balance connection
FT
Fifth Third Bank
U.S. bankU.S. bank balance connection
K
KeyBank
U.S. bankU.S. bank balance connection
MB
M&T Bank
U.S. bankU.S. bank balance connection
AB
Ally Bank
U.S. bankU.S. bank balance connection
D
Discover
U.S. bankU.S. bank balance connection
AE
American Express
U.S. bankU.S. bank balance connection
50 reviewed connections
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Portfolio access
Connect once. Use your data across Fillfolio.
Only production-ready surfaces are shown here. Every surface uses the same normalized connection data, source labels, and availability states.
Connection facts
What support means in Fillfolio
Are all bank accounts guaranteed to connect?
No. Institution availability, eligible account types, maintenance, authentication, and the permissions offered by the institution can affect a connection.
Which countries are supported?
Fillfolio's bank connection is configured for eligible institutions in the United States and Canada.
Build a complete portfolio view
Choose a plan that matches the number of connections and accounts you want to track.
Institution, brokerage, exchange, and network names and marks belong to their respective holders. Their appearance describes technical compatibility and does not imply affiliation, sponsorship, or endorsement. Connection availability and coverage can change by region, institution, account type, or provider maintenance.