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Securo

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Securo tracks net worth and investments on your own infrastructure. With BankSync as its SimpleFIN server it pulls balances, transactions and holdings — including brokerage positions — from every bank and broker connected to your workspace.

About Securo Integration

Securo tracks net worth and investments on your own infrastructure. With BankSync as its SimpleFIN server it pulls balances, transactions and holdings — including brokerage positions — from every bank and broker connected to your workspace.

Connecting Securo to BankSync

connect it once

Key Features

  • One setup token, pasted into Securo
  • Investment holdings with cost basis
  • Credit cards reported as debt, not assets
  • Account-level allow-list
  • Read-only, revocable at any time
  • No SimpleFIN Bridge subscription needed

Supported Fields

Integration Details

Setup Time2 minutes
PricingIncluded on every BankSync plan
StatusActive

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BankSync is not affiliated with, endorsed by, or an official partner of Securo. Securo trademarks belong to their respective owners.