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Personal Capital (Pershing Login)

United StatesUnited StatesPLAIDAvailable

Personal Capital (Pershing Login)

Connect Personal Capital (Pershing Login)

About Personal Capital (Pershing Login)

Personal Capital (Pershing Login) 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.

Integration Details

ProviderPLAID
StatusActive
Available Products9 products

Available Products

assets
balance
identity
identity_match
income_verification
investments
investments_auth
signal
transactions

Connect to

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Notion
Ready
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Airtable
Ready
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Google Sheets
Ready
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Microsoft Excel
Waitlist
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Coda
Waitlist
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Connecting Your Bank Accounts

Connecting Your Bank Accounts

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

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