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Supported
Finta connects your ComputerShare - Investor Center accounts through Plaid. See what data you can sync, then choose a sync destination, MCP, or the API.
7-day free trial. No credit card required.
Support details
At a glance
ComputerShare - Investor Center
Source · read-only
Connected
Finta
Syncs your data
Keeps syncing
Your destination
Step 2 · choose below
Available data
The kinds of data Finta can sync from ComputerShare - Investor Center. What you get depends on the accounts you connect.
Available
Sort, filter, categorize, and use transactions in the destination you choose.
Available
Use holdings and investment activity when the connected account provides them.
Available data depends on the accounts you connect. Not every account provides every type.
Step 2 · Ways to use it
Sync it to a connected workspace, or read what Finta has stored through MCP or the API.
Use ComputerShare - Investor Center data in a spreadsheet, next to the formulas and reports you already keep.
View Google Sheets integration
Pick a Notion page, or create one. Finta adds a database there for each kind of ComputerShare - Investor Center data you choose.
View Notion integration
Use ComputerShare - Investor Center data as records in your base, ready to filter and automate.
View Airtable integration
Use ComputerShare - Investor Center data in Coda with the Finta Pack. Your doc pulls the data in, so you decide where it goes.
View Coda integration
Use Finta-stored ComputerShare - Investor Center data from a compatible AI client.
Explore Finta MCP
Read Finta-stored ComputerShare - Investor Center data from your product, scripts, or workflow.
Read the API docs
MCP and API require Storage Mode.
Step 3 · Connection
1
Start a Finta trial.
2
Connect ComputerShare - Investor Center through Plaid.
3
Choose what to sync and where it goes.
Sync timing varies by connection and destination.
Plaid handles sign-in, so Finta doesn't receive or store your ComputerShare - Investor Center password. The financial connection is read-only. Finta cannot move money. Writing into your sheet or workspace is a separate permission you give that tool.
Supported · United States