Sync Ameritas - Wealthscape Investor to SimpleFIN
BankSync may support connections to Ameritas - Wealthscape Investor accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Ameritas - Wealthscape Investor to SimpleFIN
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 SimpleFIN
Authorise BankSync to write data to your SimpleFIN 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 SimpleFIN.
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 Ameritas - Wealthscape Investor to SimpleFIN
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 SimpleFIN.
Custom Field Mappings
Map any Ameritas - Wealthscape Investor field to any column in SimpleFIN — 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 SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Ameritas - Wealthscape Investor somewhere else
The same Ameritas - Wealthscape Investor connection can feed any of these destinations.
- Sync Ameritas - Wealthscape Investor to Actual Budget
- Sync Ameritas - Wealthscape Investor to Airtable
- Sync Ameritas - Wealthscape Investor to Firefly III
- Sync Ameritas - Wealthscape Investor to Google Sheets
- Sync Ameritas - Wealthscape Investor to Home Assistant
- 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 Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Ameritas - Wealthscape Investor or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.