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