ScholarShare - California 529 College Savings
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Sync ScholarShare - California 529 College Savings to Securo

BankSync may support connections to ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings to Securo

Mapping ScholarShare - California 529 College Savings fields into Securo
map your columns once
1

Search for ScholarShare - California 529 College Savings in BankSync

Sign up for BankSync and, if ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings to Securo

Transactions

Sync available ScholarShare - California 529 College Savings transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported ScholarShare - California 529 College Savings accounts.

Holdings

Sync supported investment positions, quantities, and market values from ScholarShare - California 529 College Savings.

Trades

Sync supported investment trade and activity history from ScholarShare - California 529 College Savings.

Loans

Sync supported loan balances and provider-supplied liability details from ScholarShare - California 529 College Savings.

Account Details

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

Custom Field Mappings

Map any ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings with Securo?

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

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BankSync is not affiliated with, endorsed by, or an official partner of ScholarShare - California 529 College Savings or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.