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