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