Sync ComputerShare - Investor Center to Microsoft Excel
BankSync may support connections to ComputerShare - Investor Center accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync ComputerShare - Investor Center to Microsoft Excel
Search for ComputerShare - Investor Center in BankSync
Sign up for BankSync and, if ComputerShare - Investor Center is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported ComputerShare - Investor Center fields supplied by the provider to columns in Microsoft Excel.
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 ComputerShare - Investor Center to Microsoft Excel
Transactions
Sync available ComputerShare - Investor Center transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported ComputerShare - Investor Center accounts.
Holdings
Sync supported investment positions, quantities, and market values from ComputerShare - Investor Center.
Trades
Sync supported investment trade and activity history from ComputerShare - Investor Center.
Loans
Sync supported loan balances and provider-supplied liability details from ComputerShare - Investor Center.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any ComputerShare - Investor Center field to any column in Microsoft Excel — 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 ComputerShare - Investor Center with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync ComputerShare - Investor Center somewhere else
The same ComputerShare - Investor Center connection can feed any of these destinations.
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- Sync ComputerShare - Investor Center to PostgreSQL
- Sync ComputerShare - Investor Center to Securo
- Sync ComputerShare - Investor Center to SimpleFIN
- Sync ComputerShare - Investor Center to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of ComputerShare - Investor Center or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.