Sync American Portfolios - Pershing to PostgreSQL
BankSync may support connections to American Portfolios - Pershing accounts through third-party open banking providers, then route the supported account data shown below to PostgreSQL. Set up takes under 10 minutes and requires no code.
How to sync American Portfolios - Pershing to PostgreSQL
map your columns once
Search for American Portfolios - Pershing in BankSync
Sign up for BankSync and, if American Portfolios - Pershing is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize PostgreSQL
Authorise BankSync to write data to your PostgreSQL workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported American Portfolios - Pershing fields supplied by the provider to columns in PostgreSQL.
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 American Portfolios - Pershing to PostgreSQL
Transactions
Sync available American Portfolios - Pershing transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported American Portfolios - Pershing accounts.
Holdings
Sync supported investment positions, quantities, and market values from American Portfolios - Pershing.
Trades
Sync supported investment trade and activity history from American Portfolios - Pershing.
Loans
Sync supported loan balances and provider-supplied liability details from American Portfolios - Pershing.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in PostgreSQL.
Custom Field Mappings
Map any American Portfolios - Pershing field to any column in PostgreSQL — 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 American Portfolios - Pershing with PostgreSQL?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into PostgreSQL in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of American Portfolios - Pershing or PostgreSQL. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.