How do I connect my Coastal Equities account to BankSync?

To connect your Coastal Equities account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Coastal Equities 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.

What data can I sync from Coastal Equities to Notion, Airtable, or Google Sheets?

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, account balances, and loan accounts (credit cards, student loans, mortgages) from your Coastal Equities accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Is it safe to connect my Coastal Equities account to BankSync?

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.

How often does BankSync sync my Coastal Equities data?

BankSync can sync your Coastal Equities 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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Coastal Equities

United StatesPLAIDAvailable

Connect Coastal Equities Visit Bank Website

About Coastal Equities

Coastal Equities is fully integrated with BankSync, allowing you to seamlessly connect your accounts and automate your financial workflows. Sync your transactions, balances, and account data to your favorite productivity tools in real-time.

Supported Account Types

🏦

CheckingChecking and current accounts

💰

SavingsSavings and deposit accounts

💳

Credit CardCredit card accounts

📈

InvestmentBrokerage and investment accounts

Ready to Connect Coastal Equities?

Start syncing your Coastal Equities accounts with your favorite productivity tools. Get your financial data flowing in minutes, not hours.

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Connecting Your Bank Accounts

Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.

Read Setup Guide

📝Transactions Schema

Bank transaction history including deposits, withdrawals, and transfers. Sync this data from Coastal Equities to your favorite productivity tools.

Field	Type	Description	Examples
`ID`	string	Unique ID of the transaction	txn_123abcplaid_456def
`Date`	date	Date of the transaction	2024-01-152024-12-31
`Description`	string	Description of the transaction	Coffee Shop PurchaseSalary Deposit
`Credit Amount`	number	Amount credited in the transaction	1250.500.00
`Debit Amount`	number	Amount debited in the transaction	45.990.00
`Category`	string	Category of the transaction	Food & DiningTransportation
`Type`	string	Type of the transaction	debitcredit
`Bank`	string	Name of the bank	Chase BankBank of America
`Account (deprecated)`	string	⚠️ DEPRECATED: Inconsistent format across data types. Use "Account Name" for joining data, or combine "Account Number" and "Account Type" for custom display formats.	Checking AccountSCENE
`Account Name`	string	Friendly account name from the bank (e.g., "Chase Checking", "Premium Savings"). Consistent across all data types for joining transactions, balances, trades, holdings, and loans.	Chase CheckingPremium Savings
`Account Number`	string	Masked account number only (e.g., "****1234"). Use with Account Type to create custom display formats.	** 6017**1234
`Account Type`	string	Type of account (e.g., "checking", "credit_card", "savings"). Use with Account Number to create custom display formats.	checkingcredit_card
`Account ID`	string	Unique identifier for the account. Required for deduplication in Notion OVERWRITE mode.	plxQz3BRgnhJW4kMND8bHqVaPmXGv6fMW9PXnacc_123abc
`Bank ID`	string	Unique identifier for the bank. Required for deduplication in Notion OVERWRITE mode.	item_abc123bank_xyz789

14 fields available for sync

Bank Feeds

Receipt Extractor