Sync CIBC Investor's Edge to SimpleFIN
BankSync may support connections to CIBC Investor's Edge 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 CIBC Investor's Edge to SimpleFIN
Search for CIBC Investor's Edge in BankSync
Sign up for BankSync and, if CIBC Investor's Edge 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 CIBC Investor's Edge 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 CIBC Investor's Edge to SimpleFIN
Balances
Sync current and available balances for supported CIBC Investor's Edge accounts.
Holdings
Sync supported investment positions, quantities, and market values from CIBC Investor's Edge.
Trades
Sync supported investment trade and activity history from CIBC Investor's Edge.
Orders
Sync supported open and pending investment orders from CIBC Investor's Edge.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any CIBC Investor's Edge 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 CIBC Investor's Edge 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 CIBC Investor's Edge somewhere else
The same CIBC Investor's Edge connection can feed any of these destinations.
- Sync CIBC Investor's Edge to Actual Budget
- Sync CIBC Investor's Edge to Airtable
- Sync CIBC Investor's Edge to Firefly III
- Sync CIBC Investor's Edge to Google Sheets
- Sync CIBC Investor's Edge to Home Assistant
- Sync CIBC Investor's Edge to Microsoft Excel
- Sync CIBC Investor's Edge to MongoDB
- Sync CIBC Investor's Edge to MySQL
- Sync CIBC Investor's Edge to Notion
- Sync CIBC Investor's Edge to PostgreSQL
- Sync CIBC Investor's Edge to Securo
- Sync CIBC Investor's Edge to Sure
BankSync is not affiliated with, endorsed by, or an official partner of CIBC Investor's Edge or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.