Hargreaves Lansdown
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Sync Hargreaves Lansdown to Notion

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

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How to sync Hargreaves Lansdown to Notion

Mapping Hargreaves Lansdown fields into Notion

map your columns once

1

Search for Hargreaves Lansdown in BankSync

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

2

Authorize Notion

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

3

Configure field mappings

Map the supported Hargreaves Lansdown fields supplied by the provider to columns in Notion.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

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How to Get Started

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What gets synced from Hargreaves Lansdown to Notion

Balances

Sync current and available balances for supported Hargreaves Lansdown accounts.

Holdings

Sync supported investment positions, quantities, and market values from Hargreaves Lansdown.

Trades

Sync supported investment trade and activity history from Hargreaves Lansdown.

Orders

Sync supported open and pending investment orders from Hargreaves Lansdown.

Account Details

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

Custom Field Mappings

Map any Hargreaves Lansdown field to any column in Notion — 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 Hargreaves Lansdown with Notion?

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

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