Sync Portrait to Securo
BankSync may support connections to Portrait 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.
How to sync Portrait to Securo
Search for Portrait in BankSync
Sign up for BankSync and, if Portrait is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Securo
Authorise BankSync to write data to your Securo workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Portrait fields supplied by the provider to columns in Securo.
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 Portrait to Securo
Transactions
Sync available Portrait transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Portrait accounts.
Holdings
Sync supported investment positions, quantities, and market values from Portrait.
Trades
Sync supported investment trade and activity history from Portrait.
Loans
Sync supported loan balances and provider-supplied liability details from Portrait.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Securo.
Custom Field Mappings
Map any Portrait 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 Portrait with Securo?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Securo in minutes.
Get Started FreeSync Portrait somewhere else
The same Portrait connection can feed any of these destinations.
- Sync Portrait to Actual Budget
- Sync Portrait to Airtable
- Sync Portrait to Firefly III
- Sync Portrait to Google Sheets
- Sync Portrait to Home Assistant
- Sync Portrait to Microsoft Excel
- Sync Portrait to MongoDB
- Sync Portrait to MySQL
- Sync Portrait to Notion
- Sync Portrait to PostgreSQL
- Sync Portrait to SimpleFIN
- Sync Portrait to Sure
Other banks that sync to Securo
Institutions in the same market that can also route account data to Securo.
- Sync Chase to Securo🇺🇸 United States
- Sync American Express to Securo🇺🇸 United States
- Sync Capital One to Securo🇺🇸 United States
- Sync Wells Fargo to Securo🇺🇸 United States
- Sync Citibank Online to Securo🇺🇸 United States
- Sync Fidelity to Securo🇺🇸 United States
- Sync Bank of America to Securo🇺🇸 United States
- Sync Charles Schwab to Securo🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Portrait or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.