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SD advantage Retirement Solutions - Participant

United StatesUnited StatesPLAIDAvailable

SD advantage Retirement Solutions - Participant

Connect SD advantage Retirement Solutions - Participant

About SD advantage Retirement Solutions - Participant

SD advantage Retirement Solutions - Participant 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 Products8 products

Available Products

assets
balance
income
income_verification
investments
recurring_transactions
signal
transactions

Connect to

Notion logo
Notion
Ready
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Airtable
Ready
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Google Sheets
Ready
Microsoft Excel logo
Microsoft Excel
Waitlist
Coda logo
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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