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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SVB Silicon Valley Bank - Investment Account Connecting to NetSuite
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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