Sync National Bank Direct Brokerage to SimpleFIN
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 SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync National Bank Direct Brokerage to SimpleFIN
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 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 National Bank Direct Brokerage 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 National Bank Direct Brokerage to SimpleFIN
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 SimpleFIN.
Custom Field Mappings
Map any National Bank Direct Brokerage 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 National Bank Direct Brokerage 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 National Bank Direct Brokerage somewhere else
The same National Bank Direct Brokerage connection can feed any of these destinations.
- Sync National Bank Direct Brokerage to Actual Budget
- Sync National Bank Direct Brokerage to Airtable
- Sync National Bank Direct Brokerage to Firefly III
- Sync National Bank Direct Brokerage to Google Sheets
- Sync National Bank Direct Brokerage to Home Assistant
- Sync National Bank Direct Brokerage to Microsoft Excel
- Sync National Bank Direct Brokerage to MongoDB
- Sync National Bank Direct Brokerage to MySQL
- Sync National Bank Direct Brokerage to Notion
- Sync National Bank Direct Brokerage to PostgreSQL
- Sync National Bank Direct Brokerage to Securo
- Sync National Bank Direct Brokerage to Sure
BankSync is not affiliated with, endorsed by, or an official partner of National Bank Direct Brokerage or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.