Sync National Bank Direct Brokerage to Microsoft Excel

BankSync may support connections to National Bank Direct Brokerage accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.

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How to sync National Bank Direct Brokerage to Microsoft Excel

Mapping National Bank Direct Brokerage fields into Microsoft Excel

map your columns once

Search for National Bank Direct Brokerage in BankSync

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

Authorize Microsoft Excel

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

Configure field mappings

Map the supported National Bank Direct Brokerage fields supplied by the provider to columns in Microsoft Excel.

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 National Bank Direct Brokerage to Microsoft Excel

Balances

Sync current and available balances for supported National Bank Direct Brokerage accounts.

Holdings

Sync supported investment positions, quantities, and market values from National Bank Direct Brokerage.

Trades

Sync supported investment trade and activity history from National Bank Direct Brokerage.

Orders

Sync supported open and pending investment orders from National Bank Direct Brokerage.

Account Details

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

Custom Field Mappings

Map any National Bank Direct Brokerage field to any column in Microsoft Excel — 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 National Bank Direct Brokerage with Microsoft Excel?

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

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National Bank Direct Brokerage Details|Microsoft Excel Details|View Pricing

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Sync National Bank Direct Brokerage somewhere else

The same National Bank Direct Brokerage connection can feed any of these destinations.

BankSync is not affiliated with, endorsed by, or an official partner of National Bank Direct Brokerage or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.