Question 1

How do I connect my Bolton Global Capital account to BankSync?

Accepted Answer

To connect your Bolton Global Capital account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Bolton Global Capital from the list and complete the secure authorization process. Your credentials are never stored by BankSync - they go directly to your bank through secure open banking APIs.

Question 2

What data can I sync from Bolton Global Capital to Notion, Airtable, or Google Sheets?

Accepted Answer

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, and account balances from your Bolton Global Capital accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my Bolton Global Capital account to BankSync?

Accepted Answer

Yes, BankSync uses bank-grade security through PLAID open banking APIs. Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

Question 4

How often does BankSync sync my Bolton Global Capital data?

Accepted Answer

BankSync can sync your Bolton Global Capital data as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed.

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