Question 1

How do I connect my Voya Retirement - CNS 401k Plan account to BankSync?

Accepted Answer

To connect your Voya Retirement - CNS 401k Plan account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Voya Retirement - CNS 401k Plan 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 Voya Retirement - CNS 401k Plan to Notion, Airtable, or Google Sheets?

Accepted Answer

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, account balances, and loan accounts (credit cards, student loans, mortgages) from your Voya Retirement - CNS 401k Plan accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my Voya Retirement - CNS 401k Plan 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 Voya Retirement - CNS 401k Plan data?

Accepted Answer

BankSync can sync your Voya Retirement - CNS 401k Plan 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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