Sync AssetMark eWealthmanager to SimpleFIN
BankSync may support connections to AssetMark eWealthmanager 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 AssetMark eWealthmanager to SimpleFIN
Search for AssetMark eWealthmanager in BankSync
Sign up for BankSync and, if AssetMark eWealthmanager 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 AssetMark eWealthmanager 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 AssetMark eWealthmanager to SimpleFIN
Transactions
Sync available AssetMark eWealthmanager transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported AssetMark eWealthmanager accounts.
Holdings
Sync supported investment positions, quantities, and market values from AssetMark eWealthmanager.
Trades
Sync supported investment trade and activity history from AssetMark eWealthmanager.
Loans
Sync supported loan balances and provider-supplied liability details from AssetMark eWealthmanager.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any AssetMark eWealthmanager 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 AssetMark eWealthmanager 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 AssetMark eWealthmanager somewhere else
The same AssetMark eWealthmanager connection can feed any of these destinations.
- Sync AssetMark eWealthmanager to Actual Budget
- Sync AssetMark eWealthmanager to Airtable
- Sync AssetMark eWealthmanager to Firefly III
- Sync AssetMark eWealthmanager to Google Sheets
- Sync AssetMark eWealthmanager to Home Assistant
- Sync AssetMark eWealthmanager to Microsoft Excel
- Sync AssetMark eWealthmanager to MongoDB
- Sync AssetMark eWealthmanager to MySQL
- Sync AssetMark eWealthmanager to Notion
- Sync AssetMark eWealthmanager to PostgreSQL
- Sync AssetMark eWealthmanager to Securo
- Sync AssetMark eWealthmanager to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Chase to SimpleFIN🇺🇸 United States
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- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of AssetMark eWealthmanager or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.