Sync Sun Life to Sure
BankSync may support connections to Sun Life accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync Sun Life to Sure
Search for Sun Life in BankSync
Sign up for BankSync and, if Sun Life is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Sun Life fields supplied by the provider to columns in Sure.
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 Sun Life to Sure
Transactions
Sync available Sun Life transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Sun Life accounts.
Holdings
Sync supported investment positions, quantities, and market values from Sun Life.
Trades
Sync supported investment trade and activity history from Sun Life.
Loans
Sync supported loan balances and provider-supplied liability details from Sun Life.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any Sun Life field to any column in Sure — 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 Sun Life with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
Get Started FreeSync Sun Life somewhere else
The same Sun Life connection can feed any of these destinations.
- Sync Sun Life to Actual Budget
- Sync Sun Life to Airtable
- Sync Sun Life to Firefly III
- Sync Sun Life to Google Sheets
- Sync Sun Life to Home Assistant
- Sync Sun Life to Microsoft Excel
- Sync Sun Life to MongoDB
- Sync Sun Life to MySQL
- Sync Sun Life to Notion
- Sync Sun Life to PostgreSQL
- Sync Sun Life to Securo
- Sync Sun Life to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Wealthsimple (Canada) to Sure🇨🇦 Canada
- Sync TD Canada Trust to Sure🇨🇦 Canada
- Sync Scotiabank to Sure🇨🇦 Canada
- Sync CIBC to Sure🇨🇦 Canada
- Sync American Express (Canada) to Sure🇨🇦 Canada
- Sync BMO Bank of Montreal to Sure🇨🇦 Canada
- Sync RBC Royal Bank to Sure🇨🇦 Canada
- Sync Tangerine - Personal to Sure🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Sun Life or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.