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