Ameritas - Wealthscape Investor
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Use Gemini with Ameritas - Wealthscape Investor

BankSync's MCP server can let Gemini query supported Ameritas - Wealthscape Investor account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Ameritas - Wealthscape Investor or Gemini. Names are used only to describe potential account-data coverage and client compatibility.

United StatesDesktopMCP Connected

How to connect Gemini to Ameritas - Wealthscape Investor

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Ameritas - Wealthscape Investor in BankSync

Sign up for BankSync and, if Ameritas - Wealthscape Investor is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Gemini

Add the BankSync MCP server to Gemini using your API key. Follow our Gemini setup guide for step-by-step instructions.

4

Start querying

Ask Gemini about supported Ameritas - Wealthscape Investor transactions, balances, and more using natural language.

Gemini MCP Configuration

Add this configuration to let Gemini query supported Ameritas - Wealthscape Investor account data through BankSync.

Gemini Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Gemini can access from Ameritas - Wealthscape Investor

Accounts

List the Ameritas - Wealthscape Investor accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Ameritas - Wealthscape Investor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Ameritas - Wealthscape Investor accounts.

Holdings

View supported investment positions, quantities, and market values from Ameritas - Wealthscape Investor.

Trades

Access supported investment trade and activity history from Ameritas - Wealthscape Investor.

Loans

Check supported loan balances and provider-supplied liability details from Ameritas - Wealthscape Investor.

Ready to connect Gemini to Ameritas - Wealthscape Investor?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of Gemini or Ameritas - Wealthscape Investor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.