Prudential Retirement
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Sync Prudential Retirement to MongoDB

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

United StatesBank SyncAvailable

How to sync Prudential Retirement to MongoDB

Mapping Prudential Retirement fields into MongoDB
map your columns once
1

Search for Prudential Retirement in BankSync

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

2

Authorize MongoDB

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

3

Configure field mappings

Map the supported Prudential Retirement fields supplied by the provider to columns in MongoDB.

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 Prudential Retirement to MongoDB

Transactions

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

Balances

Sync current and available balances for supported Prudential Retirement accounts.

Holdings

Sync supported investment positions, quantities, and market values from Prudential Retirement.

Trades

Sync supported investment trade and activity history from Prudential Retirement.

Loans

Sync supported loan balances and provider-supplied liability details from Prudential Retirement.

Account Details

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

Custom Field Mappings

Map any Prudential Retirement field to any column in MongoDB — 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 Prudential Retirement with MongoDB?

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

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