Sync Solium Shareworks - Global Stock and Rewards to Microsoft Excel
BankSync may support connections to Solium Shareworks - Global Stock and Rewards 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 Solium Shareworks - Global Stock and Rewards to Microsoft Excel
Search for Solium Shareworks - Global Stock and Rewards in BankSync
Sign up for BankSync and, if Solium Shareworks - Global Stock and Rewards 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 Solium Shareworks - Global Stock and Rewards 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 Solium Shareworks - Global Stock and Rewards to Microsoft Excel
Transactions
Sync available Solium Shareworks - Global Stock and Rewards transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Solium Shareworks - Global Stock and Rewards accounts.
Holdings
Sync supported investment positions, quantities, and market values from Solium Shareworks - Global Stock and Rewards.
Trades
Sync supported investment trade and activity history from Solium Shareworks - Global Stock and Rewards.
Loans
Sync supported loan balances and provider-supplied liability details from Solium Shareworks - Global Stock and Rewards.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Solium Shareworks - Global Stock and Rewards 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 Solium Shareworks - Global Stock and Rewards 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 Solium Shareworks - Global Stock and Rewards somewhere else
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BankSync is not affiliated with, endorsed by, or an official partner of Solium Shareworks - Global Stock and Rewards or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.