PensionSource - Account Value.com - Participants
Sync PensionSource - Account Value.com - Participants to Microsoft Excel
BankSync may support connections to PensionSource - Account Value.com - Participants 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.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with PensionSource - Account Value.com - Participants or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
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How to sync PensionSource - Account Value.com - Participants to Microsoft Excel
1
Search for PensionSource - Account Value.com - Participants in BankSync
Sign up for BankSync and, if PensionSource - Account Value.com - Participants is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
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.
3
Configure field mappings
Map the supported PensionSource - Account Value.com - Participants fields supplied by the provider to columns in Microsoft Excel.
4
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 PensionSource - Account Value.com - Participants to Microsoft Excel
Transactions
Sync available PensionSource - Account Value.com - Participants transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported PensionSource - Account Value.com - Participants accounts.
Holdings
Sync supported investment positions, quantities, and market values from PensionSource - Account Value.com - Participants.
Trades
Sync supported investment trade and activity history from PensionSource - Account Value.com - Participants.
Loans
Sync supported loan balances and provider-supplied liability details from PensionSource - Account Value.com - Participants.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any PensionSource - Account Value.com - Participants 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 PensionSource - Account Value.com - Participants with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of PensionSource - Account Value.com - Participants or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.