Question 1

How do I connect my Creative Planning - Retirement Planning account to BankSync?

Accepted Answer

To connect your Creative Planning - Retirement Planning account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Creative Planning - Retirement Planning 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 Creative Planning - Retirement Planning 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 Creative Planning - Retirement Planning accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my Creative Planning - Retirement Planning 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 Creative Planning - Retirement Planning data?

Accepted Answer

BankSync can sync your Creative Planning - Retirement Planning 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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