Plaid Partner
Securo logo
Securo

Sync Plaid Partner to Securo

BankSync may support connections to Plaid Partner accounts through third-party open banking providers, then route the supported account data shown below to Securo. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Plaid Partner to Securo

Mapping Plaid Partner fields into Securo
map your columns once
1

Search for Plaid Partner in BankSync

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

2

Authorize Securo

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

3

Configure field mappings

Map the supported Plaid Partner fields supplied by the provider to columns in Securo.

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 Plaid Partner to Securo

Transactions

Sync available Plaid Partner transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Plaid Partner accounts.

Holdings

Sync supported investment positions, quantities, and market values from Plaid Partner.

Trades

Sync supported investment trade and activity history from Plaid Partner.

Loans

Sync supported loan balances and provider-supplied liability details from Plaid Partner.

Account Details

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

Custom Field Mappings

Map any Plaid Partner field to any column in Securo — 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 Plaid Partner with Securo?

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

Get Started Free

BankSync is not affiliated with, endorsed by, or an official partner of Plaid Partner or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.