Sync Holdings to Sure
BankSync may support connections to Holdings accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync Holdings to Sure
Search for Holdings in BankSync
Sign up for BankSync and, if Holdings is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Holdings fields supplied by the provider to columns in Sure.
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 Holdings to Sure
Transactions
Sync available Holdings transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Holdings accounts.
Holdings
Sync supported investment positions, quantities, and market values from Holdings.
Trades
Sync supported investment trade and activity history from Holdings.
Loans
Sync supported loan balances and provider-supplied liability details from Holdings.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any Holdings field to any column in Sure — 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 Holdings with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
Get Started FreeSync Holdings somewhere else
The same Holdings connection can feed any of these destinations.
- Sync Holdings to Actual Budget
- Sync Holdings to Airtable
- Sync Holdings to Firefly III
- Sync Holdings to Google Sheets
- Sync Holdings to Home Assistant
- Sync Holdings to Microsoft Excel
- Sync Holdings to MongoDB
- Sync Holdings to MySQL
- Sync Holdings to Notion
- Sync Holdings to PostgreSQL
- Sync Holdings to Securo
- Sync Holdings to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Holdings or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.