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