Sync Ameritas - Wealthscape Investor to Google Sheets
BankSync may support connections to Ameritas - Wealthscape Investor accounts through third-party open banking providers, then route the supported account data shown below to Google Sheets. Set up takes under 10 minutes and requires no code.
How to sync Ameritas - Wealthscape Investor to Google Sheets
Search for Ameritas - Wealthscape Investor in BankSync
Sign up for BankSync and, if Ameritas - Wealthscape Investor is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Google Sheets
Authorise BankSync to write data to your Google Sheets workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Ameritas - Wealthscape Investor fields supplied by the provider to columns in Google Sheets.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
How to Get Started
How to use google-sheets - Google Sheets (Web)
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How to use google-sheets - Google Sheets (Add-on)
What gets synced from Ameritas - Wealthscape Investor to Google Sheets
Transactions
Sync available Ameritas - Wealthscape Investor transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Ameritas - Wealthscape Investor accounts.
Holdings
Sync supported investment positions, quantities, and market values from Ameritas - Wealthscape Investor.
Trades
Sync supported investment trade and activity history from Ameritas - Wealthscape Investor.
Loans
Sync supported loan balances and provider-supplied liability details from Ameritas - Wealthscape Investor.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any Ameritas - Wealthscape Investor field to any column in Google Sheets — 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 Ameritas - Wealthscape Investor with Google Sheets?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets in minutes.
Get Started FreeSync Ameritas - Wealthscape Investor somewhere else
The same Ameritas - Wealthscape Investor connection can feed any of these destinations.
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- Sync Ameritas - Wealthscape Investor to Microsoft Excel
- Sync Ameritas - Wealthscape Investor to MongoDB
- Sync Ameritas - Wealthscape Investor to MySQL
- Sync Ameritas - Wealthscape Investor to Notion
- Sync Ameritas - Wealthscape Investor to PostgreSQL
- Sync Ameritas - Wealthscape Investor to Securo
- Sync Ameritas - Wealthscape Investor to SimpleFIN
- Sync Ameritas - Wealthscape Investor to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Ameritas - Wealthscape Investor or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.