United StatesPLAIDAvailableJefferies - Private Client Services 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.
Current and available account balances. Sync this data from Jefferies - Private Client Services to your favorite productivity tools.
| Field | Type | Description | Examples |
|---|---|---|---|
Date | date | Date of the balance | 2024-01-152024-12-31 |
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. | ****6017 (credit_card)****1234 (checking) |
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 | category | Type of account (e.g., "checking", "credit_card", "savings"). Use with Account Number to create custom display formats. | checkingcredit_card |
Account ID | id | Unique identifier for the account. Required for deduplication in Notion OVERWRITE mode. | plxQz3BRgnhJW4kMND8bHqVaPmXGv6fMW9PXnacc_123abc |
Bank ID | id | Unique identifier for the bank. Required for deduplication in Notion OVERWRITE mode. | item_abc123bank_xyz789 |
Amount | currency | Current ledger balance including all posted transactions | 1250.500.00 |
Available Balance | currency | Amount available to spend or withdraw right now, excluding pending holds | 1250.500.00 |
Pending Balance | currency | Amount held in pending transactions (current balance minus available balance) | 100.00250.50 |
Start syncing your Jefferies - Private Client Services accounts with your favorite productivity tools. Get your financial data flowing in minutes, not hours.
Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.
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