BankSync's MCP server connects ChatGPT to Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor accounts.
List all checking, savings, and investment accounts linked through Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor.
View investment positions, quantities, and market values from Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor brokerage accounts.
Access buy/sell/dividend transactions from your Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor investment accounts.
Check outstanding balances, interest rates, and payment schedules for Securian Financial Services, Inc. - Brokerage Accounts - NetXInvestor loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free