ATB Online - Personal
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Sync ATB Online - Personal to Sure

BankSync may support connections to ATB Online - Personal accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.

CanadaBank SyncAvailable

How to sync ATB Online - Personal to Sure

Mapping ATB Online - Personal fields into Sure
map your columns once
1

Search for ATB Online - Personal in BankSync

Sign up for BankSync and, if ATB Online - Personal is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Sure

Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported ATB Online - Personal fields supplied by the provider to columns in Sure.

4

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 Online - Personal to Sure

Transactions

Sync available ATB Online - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported ATB Online - Personal accounts.

Holdings

Sync supported investment positions, quantities, and market values from ATB Online - Personal.

Trades

Sync supported investment trade and activity history from ATB Online - Personal.

Loans

Sync supported loan balances and provider-supplied liability details from ATB Online - Personal.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Sure.

Custom Field Mappings

Map any ATB Online - Personal field to any column in Sure — 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 Online - Personal with Sure?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of ATB Online - Personal or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.