Bank of America avatar
Integrations · Banks

Connect Bank of America to Well

Connect Bank of America through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.

What Well pulls from Bank of America

Bank of America feeds your accounts, balances, and transactions into Well through Plaid as a US bank connection. It is read-only; disconnect at any time from your workspace settings to revoke Bank of America’s access.

From Bank of AmericaIn Well
Account
Workspace account
Transaction
Bank transaction
Balance
Cash position
Bank of America avatar
Sync mode
incremental polling
Refresh
scheduled
Direction
Bank of America → Well

Bank of America bank details

ACH routing numbers
011000138011000206011000390011001742011100012011100805011104047011200365011201539011300605011302357011302438011400495011500010011501035011900254011900445011900571011900652021000322021001318021200339021202162021202609021300019021404465022000127022300160026009593028000325031100160031202084031304050051000017051000101051400361051400507052001633053000196053100258053100559053101396053107989053200446053201610053900377053904483054001204055002341056007387061000052061000078061112788063000047063100277063100552063100714063103193063104697063104972063105683063106006063106129063106145063106268063107393063107610063109058063110092063112294063200407064000020064100852064101178064101385064101673064107046064208194066007681067002436067003985067005679067006238067007130067007949067008579067008582067011294067014026071000039071000505071103619071214579071923284072000805072413609073000176081000032081500875081517897081904808082000073082900429084000819084301767086500087101000035101001173101001911101100045102201244103000017107000327107000796111000012111000025111300945111901302113000023114000019114000653121000044121000345121000358121103886121108250122000030122000616122000661122101706122400724123103716123308825124303065125000024211470319221172513231371841236073474267090536272471674307072278311093120322170692323070380
Institution type
Bank
Region
United States

What Well reads through Plaid

  • accounts
  • balances
  • transactions

What Well does with your Bank of America connection

Connect

Connect Bank of America over Plaid: you authenticate with Bank of America through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.

Sync

Well brings account, transaction, and balance in from Bank of America on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each Bank of America entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from Bank of America lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.

Questions Bank of America unlocks

Ask in plain language. Well answers from your connected Bank of America connection, resolved against the rest of your stack.

Ask Well

Ask anything about your Bank of America connection

Summarise this month
What needs attention?
Find unmatched records

Ask about your Bank of America connection…

36 agent skills run on Bank of America.

Each one answers a question from live Bank of America data. The required ones return nothing until a source like it is connected.

Needs a source like Bank of America

Runway

Know how many months of cash you have at your current burn, with both sides of the division shown.

Runway Stress Test

See how long your cash lasts if a customer pays late, leaves, or you hire.

Cash position

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

Cost structure

See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.

Money leak finder

Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.

Secure Payroll

Know if payroll is safe, and which vendor bills to push if it is not.

Payment and invoice lookup

Find what payment settled an invoice, or catch every payment that never got one.

Burn rate

Know what you spend in an average month over a window you can see, with the months that carried no spend counted.

Cash forecast

See the settled month-end cash series and where the line goes from the last complete month.

Cash flow bridge

See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.

Missing supplier invoices

See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.

Assign missing invoices

Put a name on every settled expense that still has no invoice.

Missing invoice sweep

Walk the whole month-end sweep in one prompt.

Close the books

Drive the month-end close from open to sent to your accounting tool.

Accounting review

Work through your open accounting items by category.

Categorize your suppliers

Close the category gaps behind your spend before you close a month.

Board pack

The board numbers in one pass, each with its scope and its window stated.

Optimize Supplier Prices

See what you paid a supplier, how its price moved, and get the negotiation email drafted.

Subscription spend

See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.

Subscription actions

Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.

Personal spending

See what you spent on one category, such as groceries, this month and how that compares to a usual month.

Unposted and blocked

See what in a month has not reached the ledger, and which pile each item sits in.

Check bank and books

Compare your bank with your books, list the gaps, and re-run what missed rows.

Connect Bank of America in three steps

  1. 01

    Connect Bank of America through Plaid

    From Well's Connections panel, search for Bank of America and click Connect. Well opens Plaid's secure flow, where you authenticate on Bank of America's side. Your Bank of America login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.

    • AuthPlaid
    • Accessread-only
    • RegionUnited States
  2. 02

    Map your entities

    Well imports your Bank of America accounts, balances, and transactions and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Bank of America makes available.

    • Mappingpreconfigured by Well
  3. 03

    Use the data

    Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Bank of America is read-only in Well, so nothing here can move money or change your account.

    • First syncstarts as soon as connect completes

The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.

How Bank of America stays secure with Well

Well connects to Bank of America through Plaid, the bank-aggregation layer. You authenticate on Bank of America's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, and transactions, but cannot move money, initiate a payment, or change anything at Bank of America. Disconnect any time from Well or your Plaid dashboard.

PlaidEncrypted at restGDPR compliant
Read the full privacy and security policy
Scopes Well requests
  • Read Bank of America records

    The accounts, balances, and transactions Bank of America shares through Plaid, scoped by your authorisation.

    granted
  • Resolve account, transaction, and balance across your stack

    Match identifiers in Bank of America against the same entities your other connected tools expose, so each record carries cross-tool context.

    granted
  • Modify or delete Bank of America records

    Not granted; Bank of America is read-only in Well. Write-back is opt-in per connector when a write surface exists.

    refused
  • Store Bank of America passwords or session cookies

    Authentication runs through Plaid tokens we never see.

    refused
Disconnect any time from Well settings or Bank of America’s admin panel.

Frequently asked questions about Bank of America and Well

How do I connect Bank of America to Well, and how long does it take?

From Well, open Connections, find Bank of America, and click Connect. Well links Bank of America through Plaid: you authenticate on Bank of America's side in Plaid's secure flow, and Well receives a read-only connection. Your Bank of America login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, and transactions right after.

What does Well pull into the workspace from Bank of America?

Well brings in account, transaction, and balance from Bank of America and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Bank of America stays the source of truth while Well lets you query the data alongside the rest of your stack.

What does Bank of America unlock once it is connected to Well?

Once Bank of America is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Bank of America source, so you can always trace a workspace record back to the original.

Can Well surface a balance from Bank of America when I ask questions in conversation?

Yes. Bank of America balances are indexed in your workspace as cash position, so questions like "show me last week's balances from Bank of America" return them with the original Bank of America link, the workspace context, and any related records (counterparty, period, attached document) joined inline.

How often does Bank of America sync with Well, and what triggers a refresh?

Well polls Bank of America regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Bank of America's side stays modest.

Can I disconnect Bank of America and what happens to the data Well already pulled?

Open Connections > Bank of America in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Bank of America; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.

What is Bank of America's routing number?

Bank of America's ACH routing numbers are 011000138, 011000206, 011000390, 011001742, 011100012, 011100805, 011104047, 011200365, 011201539, 011300605, 011302357, 011302438, 011400495, 011500010, 011501035, 011900254, 011900445, 011900571, 011900652, 021000322, 021001318, 021200339, 021202162, 021202609, 021300019, 021404465, 022000127, 022300160, 026009593, 028000325, 031100160, 031202084, 031304050, 051000017, 051000101, 051400361, 051400507, 052001633, 053000196, 053100258, 053100559, 053101396, 053107989, 053200446, 053201610, 053900377, 053904483, 054001204, 055002341, 056007387, 061000052, 061000078, 061112788, 063000047, 063100277, 063100552, 063100714, 063103193, 063104697, 063104972, 063105683, 063106006, 063106129, 063106145, 063106268, 063107393, 063107610, 063109058, 063110092, 063112294, 063200407, 064000020, 064100852, 064101178, 064101385, 064101673, 064107046, 064208194, 066007681, 067002436, 067003985, 067005679, 067006238, 067007130, 067007949, 067008579, 067008582, 067011294, 067014026, 071000039, 071000505, 071103619, 071214579, 071923284, 072000805, 072413609, 073000176, 081000032, 081500875, 081517897, 081904808, 082000073, 082900429, 084000819, 084301767, 086500087, 101000035, 101001173, 101001911, 101100045, 102201244, 103000017, 107000327, 107000796, 111000012, 111000025, 111300945, 111901302, 113000023, 114000019, 114000653, 121000044, 121000345, 121000358, 121103886, 121108250, 122000030, 122000616, 122000661, 122101706, 122400724, 123103716, 123308825, 124303065, 125000024, 211470319, 221172513, 231371841, 236073474, 267090536, 272471674, 307072278, 311093120, 322170692, and 323070380. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Bank of America's side, and the routing number is shown here as a reference.

Which region does Bank of America cover in Well?

Bank of America is a US institution, connected through Plaid. Well reads its accounts, balances, and transactions as a read-only feed and never moves money or changes anything at Bank of America.

Bank of America avatar

Ready to connect Bank of America?

Connect once. Every account, transaction, balance from Bank of America becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.