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SVB Silicon Valley Bank - Investment Account Connecting to NetSuite

edited Dec 31, 2025 4:52PM in Ask A Guru 7 comments

Hello team, can anyone help me?

How can I connect svb silicon valley bank investments account to netsuite? Has anyone worked with connecting SVB (Silicon Valley Bank) investments accounts into NetSuite? These are short term and long term investments accounts. Client is downloading statements monthly and creating a journal to update the balances. Line transactions are mainly related to the investment activities like Amortization, Unrealized Gain/Loss, Interest Receivable, Interest/Income earned, valuation, funding from Chase account. This is done every monthend, the client wants to see the most recent balance same as daily bank feeds like Chase. Is this possible to connect in any way?

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