Sync RBC Direct Investing to Microsoft Excel
BankSync may support connections to RBC Direct Investing 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.
How to sync RBC Direct Investing to Microsoft Excel
Search for RBC Direct Investing in BankSync
Sign up for BankSync and, if RBC Direct Investing is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
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.
Configure field mappings
Map the supported RBC Direct Investing fields supplied by the provider to columns in Microsoft Excel.
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 RBC Direct Investing to Microsoft Excel
Transactions
Sync available RBC Direct Investing transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported RBC Direct Investing accounts.
Holdings
Sync supported investment positions, quantities, and market values from RBC Direct Investing.
Trades
Sync supported investment trade and activity history from RBC Direct Investing.
Loans
Sync supported loan balances and provider-supplied liability details from RBC Direct Investing.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any RBC Direct Investing 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 RBC Direct Investing 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 FreeSync RBC Direct Investing somewhere else
The same RBC Direct Investing connection can feed any of these destinations.
- Sync RBC Direct Investing to Actual Budget
- Sync RBC Direct Investing to Airtable
- Sync RBC Direct Investing to Firefly III
- Sync RBC Direct Investing to Google Sheets
- Sync RBC Direct Investing to Home Assistant
- Sync RBC Direct Investing to MongoDB
- Sync RBC Direct Investing to MySQL
- Sync RBC Direct Investing to Notion
- Sync RBC Direct Investing to PostgreSQL
- Sync RBC Direct Investing to Securo
- Sync RBC Direct Investing to SimpleFIN
- Sync RBC Direct Investing to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of RBC Direct Investing or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.