Connect your B Riley Wealth Management account once with Finta. Your investments and transactions flows into Notion, Airtable, Google Sheets, or Coda. Daily. Automatic.
This institution is supported but has limited public information available. Full data syncing works the same as any other supported institution.
Connect once. Pick any combination of destinations. Finta keeps each one current.
Install the Finta Notion integration in your workspace and B Riley Wealth Management data syncs into it alongside everything else.
Install the Finta Airtable integration in your workspace and B Riley Wealth Management data syncs into it alongside everything else.
Install the Finta Google Sheets integration in your workspace and B Riley Wealth Management data syncs into it alongside everything else.
Install the Finta Coda integration in your workspace and B Riley Wealth Management data syncs into it alongside everything else.
Learn more about each integration: Notion 路 Airtable 路 Google Sheets 路 Coda
Finta never sees or stores your B Riley Wealth Management login. The connection goes through Plaid using read-only access, so we can't move money. Your data is encrypted in transit and at rest at every step of the sync.
Finta syncs the data B Riley Wealth Management exposes through Plaid. For most accounts that includes account information, balances, transactions, and (where supported) investment holdings and positions. Data is updated daily.
No. The connection is read-only through Plaid. Finta can see your data but cannot move money, place trades, or change account settings.
Daily, typically overnight. Your Notion, Sheets, Airtable, or Coda workspace will have current data when you sit down to review.
Yes. Connect each account once in Finta and pick any combination of destinations. Most customers run one Notion database (or one Sheet) that holds everything across all their accounts.
Plaid notifies us. You'll get an email to reconnect from your Finta dashboard. Past synced data stays in your destination; only new syncs pause until you re-authenticate.
The connection runs through Plaid using bank-grade encryption and read-only access. Finta never sees your B Riley Wealth Management login. Your synced data lives in your own Notion, Airtable, Sheet, or Coda workspace, which you control.
Connect once, then pick any combination of Notion, Airtable, Google Sheets, and Coda.
Get Started for FreeLast updated May 17, 2026
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