Sync ATB - Investor Connect to MongoDB
BankSync may support connections to ATB - Investor Connect accounts through third-party open banking providers, then route the supported account data shown below to MongoDB. Set up takes under 10 minutes and requires no code.
How to sync ATB - Investor Connect to MongoDB
Search for ATB - Investor Connect in BankSync
Sign up for BankSync and, if ATB - Investor Connect is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize MongoDB
Authorise BankSync to write data to your MongoDB workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported ATB - Investor Connect fields supplied by the provider to columns in MongoDB.
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 ATB - Investor Connect to MongoDB
Transactions
Sync available ATB - Investor Connect transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported ATB - Investor Connect accounts.
Holdings
Sync supported investment positions, quantities, and market values from ATB - Investor Connect.
Trades
Sync supported investment trade and activity history from ATB - Investor Connect.
Loans
Sync supported loan balances and provider-supplied liability details from ATB - Investor Connect.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in MongoDB.
Custom Field Mappings
Map any ATB - Investor Connect field to any column in MongoDB — 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 ATB - Investor Connect with MongoDB?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into MongoDB in minutes.
Get Started FreeSync ATB - Investor Connect somewhere else
The same ATB - Investor Connect connection can feed any of these destinations.
- Sync ATB - Investor Connect to Actual Budget
- Sync ATB - Investor Connect to Airtable
- Sync ATB - Investor Connect to Firefly III
- Sync ATB - Investor Connect to Google Sheets
- Sync ATB - Investor Connect to Home Assistant
- Sync ATB - Investor Connect to Microsoft Excel
- Sync ATB - Investor Connect to MySQL
- Sync ATB - Investor Connect to Notion
- Sync ATB - Investor Connect to PostgreSQL
- Sync ATB - Investor Connect to Securo
- Sync ATB - Investor Connect to SimpleFIN
- Sync ATB - Investor Connect to Sure
Other banks that sync to MongoDB
Institutions in the same market that can also route account data to MongoDB.
- Sync Wealthsimple (Canada) to MongoDB🇨🇦 Canada
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- Sync TD Canada Trust to MongoDB🇨🇦 Canada
- Sync CIBC to MongoDB🇨🇦 Canada
- Sync American Express (Canada) to MongoDB🇨🇦 Canada
- Sync RBC Royal Bank to MongoDB🇨🇦 Canada
- Sync BMO Bank of Montreal to MongoDB🇨🇦 Canada
- Sync Desjardins to MongoDB🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of ATB - Investor Connect or MongoDB. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.