Sync EquatePlus to Securo
BankSync may support connections to EquatePlus 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.
How to sync EquatePlus to Securo
Search for EquatePlus in BankSync
Sign up for BankSync and, if EquatePlus is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Securo
Authorise BankSync to write data to your Securo workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported EquatePlus fields supplied by the provider to columns in Securo.
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 EquatePlus to Securo
Transactions
Sync available EquatePlus transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported EquatePlus accounts.
Holdings
Sync supported investment positions, quantities, and market values from EquatePlus.
Trades
Sync supported investment trade and activity history from EquatePlus.
Loans
Sync supported loan balances and provider-supplied liability details from EquatePlus.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Securo.
Custom Field Mappings
Map any EquatePlus 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 EquatePlus with Securo?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Securo in minutes.
Get Started FreeSync EquatePlus somewhere else
The same EquatePlus connection can feed any of these destinations.
- Sync EquatePlus to Actual Budget
- Sync EquatePlus to Airtable
- Sync EquatePlus to Firefly III
- Sync EquatePlus to Google Sheets
- Sync EquatePlus to Home Assistant
- Sync EquatePlus to Microsoft Excel
- Sync EquatePlus to MongoDB
- Sync EquatePlus to MySQL
- Sync EquatePlus to Notion
- Sync EquatePlus to PostgreSQL
- Sync EquatePlus to SimpleFIN
- Sync EquatePlus to Sure
Other banks that sync to Securo
Institutions in the same market that can also route account data to Securo.
- Sync Chase to Securo🇺🇸 United States
- Sync American Express to Securo🇺🇸 United States
- Sync Capital One to Securo🇺🇸 United States
- Sync Wells Fargo to Securo🇺🇸 United States
- Sync Citibank Online to Securo🇺🇸 United States
- Sync Fidelity to Securo🇺🇸 United States
- Sync Bank of America to Securo🇺🇸 United States
- Sync Charles Schwab to Securo🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of EquatePlus or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.