Crescent Bank
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Securo

Sync Crescent Bank to Securo

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

United StatesBank SyncAvailable

How to sync Crescent Bank to Securo

Mapping Crescent Bank fields into Securo
map your columns once
1

Search for Crescent Bank in BankSync

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

2

Authorize Securo

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

3

Configure field mappings

Map the supported Crescent Bank fields supplied by the provider to columns in Securo.

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 Crescent Bank to Securo

Transactions

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

Balances

Sync current and available balances for supported Crescent Bank accounts.

Holdings

Sync supported investment positions, quantities, and market values from Crescent Bank.

Trades

Sync supported investment trade and activity history from Crescent Bank.

Loans

Sync supported loan balances and provider-supplied liability details from Crescent Bank.

Account Details

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

Custom Field Mappings

Map any Crescent Bank field to any column in Securo — 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 Crescent Bank with Securo?

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

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