Sync B9 to Sure
BankSync may support connections to B9 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.
How to sync B9 to Sure
Search for B9 in BankSync
Sign up for BankSync and, if B9 is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported B9 fields supplied by the provider to columns in Sure.
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 B9 to Sure
Transactions
Sync available B9 transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported B9 accounts.
Holdings
Sync supported investment positions, quantities, and market values from B9.
Trades
Sync supported investment trade and activity history from B9.
Loans
Sync supported loan balances and provider-supplied liability details from B9.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any B9 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 B9 with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
Get Started FreeSync B9 somewhere else
The same B9 connection can feed any of these destinations.
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of B9 or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.