Question 1

How do I connect my Mercer Wealth Solutions account to BankSync?

Accepted Answer

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

Question 3

Is it safe to connect my Mercer Wealth Solutions 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 Mercer Wealth Solutions data?

Accepted Answer

BankSync can sync your Mercer Wealth Solutions 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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