Sync Desjardins Wealth Management to SimpleFIN
BankSync may support connections to Desjardins Wealth Management 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 Desjardins Wealth Management to SimpleFIN
Search for Desjardins Wealth Management in BankSync
Sign up for BankSync and, if Desjardins Wealth Management 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 Desjardins Wealth Management 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 Desjardins Wealth Management to SimpleFIN
Transactions
Sync available Desjardins Wealth Management transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Desjardins Wealth Management accounts.
Holdings
Sync supported investment positions, quantities, and market values from Desjardins Wealth Management.
Trades
Sync supported investment trade and activity history from Desjardins Wealth Management.
Loans
Sync supported loan balances and provider-supplied liability details from Desjardins Wealth Management.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Desjardins Wealth Management 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 Desjardins Wealth Management 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 Desjardins Wealth Management somewhere else
The same Desjardins Wealth Management connection can feed any of these destinations.
- Sync Desjardins Wealth Management to Actual Budget
- Sync Desjardins Wealth Management to Airtable
- Sync Desjardins Wealth Management to Firefly III
- Sync Desjardins Wealth Management to Google Sheets
- Sync Desjardins Wealth Management to Home Assistant
- Sync Desjardins Wealth Management to Microsoft Excel
- Sync Desjardins Wealth Management to MongoDB
- Sync Desjardins Wealth Management to MySQL
- Sync Desjardins Wealth Management to Notion
- Sync Desjardins Wealth Management to PostgreSQL
- Sync Desjardins Wealth Management to Securo
- Sync Desjardins Wealth Management to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync RBC Royal Bank to SimpleFIN🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Desjardins Wealth Management or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.