Sync 1Advisor to Sure
BankSync may support connections to 1Advisor accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync 1Advisor to Sure
map your columns once
Search for 1Advisor in BankSync
Sign up for BankSync and, if 1Advisor is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported 1Advisor fields supplied by the provider to columns in Sure.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from 1Advisor to Sure
Transactions
Sync available 1Advisor transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported 1Advisor accounts.
Holdings
Sync supported investment positions, quantities, and market values from 1Advisor.
Trades
Sync supported investment trade and activity history from 1Advisor.
Loans
Sync supported loan balances and provider-supplied liability details from 1Advisor.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any 1Advisor field to any column in Sure — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync 1Advisor with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
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Sync 1Advisor somewhere else
The same 1Advisor connection can feed any of these destinations.
- Sync 1Advisor to Actual Budget
- Sync 1Advisor to Airtable
- Sync 1Advisor to Firefly III
- Sync 1Advisor to Google Sheets
- Sync 1Advisor to Home Assistant
- Sync 1Advisor to Microsoft Excel
- Sync 1Advisor to MongoDB
- Sync 1Advisor to MySQL
- Sync 1Advisor to Notion
- Sync 1Advisor to PostgreSQL
- Sync 1Advisor to Securo
- Sync 1Advisor to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Franklin Savings Bank (ME) - Business to Sure🇺🇸 United States
- Sync Elements Financial FCU to Sure🇺🇸 United States
- Sync TrustCo Bank to Sure🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to Sure🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to Sure🇺🇸 United States
- Sync Keystone Savings Bank to Sure🇺🇸 United States
- Sync Bangor Savings Bank - Employees to Sure🇺🇸 United States
- Sync Wood County National Bank to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of 1Advisor or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.