Sync BNY to Sure
BankSync may support connections to BNY 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 BNY to Sure
Search for BNY in BankSync
Sign up for BankSync and, if BNY 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 BNY 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 BNY to Sure
Transactions
Sync available BNY transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported BNY accounts.
Holdings
Sync supported investment positions, quantities, and market values from BNY.
Trades
Sync supported investment trade and activity history from BNY.
Loans
Sync supported loan balances and provider-supplied liability details from BNY.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any BNY 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 BNY 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 BNY somewhere else
The same BNY 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.
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BankSync is not affiliated with, endorsed by, or an official partner of BNY or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.