See cash in context
Include supported checking and savings balances alongside investments without treating bank cash as a security.
BO
Bank
US
Connect Bank of America Private Bank to Fillfolio, Google Sheets™ & MCP
Fillfolio supports read-only balance connections for eligible Bank of America Private Bank accounts in United States. Review available data, limitations, and the connection model before you connect.
Status
Supported
Connection type
Bank
Availability
United States
Method
Read-only account authorization
Available data
- Account labels and types
- Checking and savings balances
- Credit-card balances
Coverage and limitations
Account and balance availability depends on the institution, account type, and the authorization completed in the provider connection flow.
Connection guide
How to connect Bank of America Private Bank
- 1
Choose Bank of America Private Bank from the connection search and continue to the secure authorization flow.
- 2
Sign in with the institution and approve only the accounts you want Fillfolio to display.
- 3
Return to Fillfolio and review the synchronized accounts, coverage, and freshness status.
Practical uses
What you can do with this connection
Track liabilities
Display supported credit-card balances as debt so net worth remains separate from gross assets.
Review account freshness
See when connected account data was last synchronized and when action is required.
Use your data
Available Fillfolio surfaces
Questions
Before you connect
What can Fillfolio show from Bank of America Private Bank?
Account labels and types, Checking and savings balances, Credit-card balances. Exact availability depends on the connected account and the data the source provides.
Can Fillfolio transact through Bank of America Private Bank?
No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.
Can Bank of America Private Bank availability change?
Account and balance availability depends on the institution, account type, and the authorization completed in the provider connection flow.
Related banks
Fillfolio is not affiliated with, endorsed by, or sponsored by Bank of America Private Bank. Bank of America Private Bank and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.