Bank of America | Read-only data | Secure connection
Connect Bank of America to Quadratic
Import your Bank of America and Merrill accounts to analyze spending, track Preferred Rewards benefits, and build comprehensive financial dashboards.
Get Started FreeBank of America is the second-largest bank in the U.S. with $2.46 trillion in assets, serving millions of consumers and businesses. Connect your BofA accounts to Quadratic to get a complete view of your banking, credit cards, and Merrill investments in one powerful spreadsheet.
Bank of America data in Quadratic
Read-only balances, transfers, and transactions
Cash flow
$7,842
Income
+18%
Savings
+$1,240
Connected accounts
8
Transactions
2.4K
Read-only access
On
Recent activity
Quadratic table
Turn financial data into a live spreadsheet workflow.
Connect Bank of America once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
Connect Bank of America checking, savings, CDs, and money market accounts.
Track Preferred Rewards status and benefits across your relationship.
Monitor BofA credit card spending and cash rewards.
Import Merrill Edge and Merrill Lynch investment data.
Analyze Bank of America business banking transactions.
Secure, read-only Bank of America connection.
Analyze the financial workflows that matter most.
Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.
Preferred Rewards Tracking
- Monitor your combined balance tier (Gold, Platinum, Platinum Honors).
- Track credit card rewards boosted by Preferred Rewards status.
- Analyze relationship benefits across banking and investments.
Merrill Integration
- View Merrill Edge brokerage holdings alongside bank accounts.
- Track IRA and retirement account performance.
- Consolidate banking and investing in one dashboard.
Cash Back Optimization
- Track Customized Cash Rewards category spending.
- Monitor BankAmericard cash back across all purchases.
- Analyze which categories earn the most rewards.
Small Business Banking
- Track Bank of America Business Advantage accounts.
- Separate personal and business transactions automatically.
- Generate P&L summaries from transaction data.
Ask AI in plain English
Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.
Keep logic editable
Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.
Stay in control
Bank of America connections are read-only, encrypted, and built for secure financial data access.
Start building better financial dashboards today.
Frequently asked questions
How do I connect my Bank of America account to Quadratic?+
In Quadratic, navigate to Connections, select Bank of America, and authenticate with your BofA online banking credentials to establish a secure, read-only connection.
Does Quadratic support Merrill Edge and Merrill Lynch accounts?+
Yes. When you connect your Bank of America login, associated Merrill Edge self-directed accounts and Merrill Lynch managed accounts are also available for import.
Can I track my Preferred Rewards tier?+
While tier status itself isn't directly imported, you can see your combined balances across checking, savings, and Merrill accounts to calculate your Preferred Rewards qualification.
Which Bank of America credit cards are supported?+
All Bank of America consumer credit cards are supported, including Customized Cash Rewards, Premium Rewards, Travel Rewards, and BankAmericard cards.
How secure is the connection?+
Bank of America data is accessed through a secure Bank of America connection. Your BofA credentials are never stored by Quadratic, and all connections are read-only and encrypted.
Can I connect both personal and business Bank of America accounts?+
Yes. You can connect multiple Bank of America relationships including personal banking, small business accounts, and separate Merrill accounts.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
