Columbia Funds
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Sync Columbia Funds to PostgreSQL

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

United StatesBank SyncAvailable

How to sync Columbia Funds to PostgreSQL

Mapping Columbia Funds fields into PostgreSQL
map your columns once
1

Search for Columbia Funds in BankSync

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

2

Authorize PostgreSQL

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

3

Configure field mappings

Map the supported Columbia Funds fields supplied by the provider to columns in PostgreSQL.

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 Columbia Funds to PostgreSQL

Transactions

Sync available Columbia Funds transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Columbia Funds accounts.

Holdings

Sync supported investment positions, quantities, and market values from Columbia Funds.

Trades

Sync supported investment trade and activity history from Columbia Funds.

Loans

Sync supported loan balances and provider-supplied liability details from Columbia Funds.

Account Details

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

Custom Field Mappings

Map any Columbia Funds field to any column in PostgreSQL — 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 Columbia Funds with PostgreSQL?

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

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BankSync is not affiliated with, endorsed by, or an official partner of Columbia Funds or PostgreSQL. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.