Use Relevance AI with IG Wealth Management - Online Access
BankSync's MCP server can let Relevance AI query supported IG Wealth Management - Online Access 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 IG Wealth Management - Online Access or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to IG Wealth Management - Online Access
Search for IG Wealth Management - Online Access in BankSync
Sign up for BankSync and, if IG Wealth Management - Online Access is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported IG Wealth Management - Online Access transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported IG Wealth Management - Online Access account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from IG Wealth Management - Online Access
Accounts
List the IG Wealth Management - Online Access accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported IG Wealth Management - Online Access transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported IG Wealth Management - Online Access accounts.
Holdings
View supported investment positions, quantities, and market values from IG Wealth Management - Online Access.
Trades
Access supported investment trade and activity history from IG Wealth Management - Online Access.
Loans
Check supported loan balances and provider-supplied liability details from IG Wealth Management - Online Access.
Ready to connect Relevance AI to IG Wealth Management - Online Access?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or IG Wealth Management - Online Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.