Sync Interactive Brokers - CA to SimpleFIN
BankSync may support connections to Interactive Brokers - CA 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 Interactive Brokers - CA to SimpleFIN
map your columns once
Search for Interactive Brokers - CA in BankSync
Sign up for BankSync and, if Interactive Brokers - CA 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 Interactive Brokers - CA 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 Interactive Brokers - CA to SimpleFIN
Transactions
Sync available Interactive Brokers - CA transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Interactive Brokers - CA accounts.
Holdings
Sync supported investment positions, quantities, and market values from Interactive Brokers - CA.
Trades
Sync supported investment trade and activity history from Interactive Brokers - CA.
Loans
Sync supported loan balances and provider-supplied liability details from Interactive Brokers - CA.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Interactive Brokers - CA 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 Interactive Brokers - CA with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
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Sync Interactive Brokers - CA somewhere else
The same Interactive Brokers - CA connection can feed any of these destinations.
- Sync Interactive Brokers - CA to Actual Budget
- Sync Interactive Brokers - CA to Airtable
- Sync Interactive Brokers - CA to Firefly III
- Sync Interactive Brokers - CA to Google Sheets
- Sync Interactive Brokers - CA to Home Assistant
- Sync Interactive Brokers - CA to Microsoft Excel
- Sync Interactive Brokers - CA to MongoDB
- Sync Interactive Brokers - CA to MySQL
- Sync Interactive Brokers - CA to Notion
- Sync Interactive Brokers - CA to PostgreSQL
- Sync Interactive Brokers - CA to Securo
- Sync Interactive Brokers - CA to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync EQ Bank to SimpleFIN🇨🇦 Canada
- Sync American Express (Canada) to SimpleFIN🇨🇦 Canada
- Sync RBC Royal Bank to SimpleFIN🇨🇦 Canada
- Sync TD Canada Trust - WebBroker to SimpleFIN🇨🇦 Canada
- Sync TD Canada Trust to SimpleFIN🇨🇦 Canada
- Sync Desjardins to SimpleFIN🇨🇦 Canada
- Sync Quinte First Credit Union - Online Banking to SimpleFIN🇨🇦 Canada
- Sync Wealthsimple (Canada) to SimpleFIN🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Interactive Brokers - CA or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.