Sync The Bank to Securo
BankSync may support connections to The Bank 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.
How to sync The Bank to Securo
Search for The Bank in BankSync
Sign up for BankSync and, if The Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Securo
Authorise BankSync to write data to your Securo workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported The Bank fields supplied by the provider to columns in Securo.
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 The Bank to Securo
Transactions
Sync available The Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported The Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from The Bank.
Trades
Sync supported investment trade and activity history from The Bank.
Loans
Sync supported loan balances and provider-supplied liability details from The Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Securo.
Custom Field Mappings
Map any The Bank 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 The Bank with Securo?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Securo in minutes.
Get Started FreeSync The Bank somewhere else
The same The Bank connection can feed any of these destinations.
- Sync The Bank to Actual Budget
- Sync The Bank to Airtable
- Sync The Bank to Firefly III
- Sync The Bank to Google Sheets
- Sync The Bank to Home Assistant
- Sync The Bank to Microsoft Excel
- Sync The Bank to MongoDB
- Sync The Bank to MySQL
- Sync The Bank to Notion
- Sync The Bank to PostgreSQL
- Sync The Bank to SimpleFIN
- Sync The Bank to Sure
Other banks that sync to Securo
Institutions in the same market that can also route account data to Securo.
- Sync Chase to Securo🇺🇸 United States
- Sync American Express to Securo🇺🇸 United States
- Sync Capital One to Securo🇺🇸 United States
- Sync Wells Fargo to Securo🇺🇸 United States
- Sync Citibank Online to Securo🇺🇸 United States
- Sync Fidelity to Securo🇺🇸 United States
- Sync Bank of America to Securo🇺🇸 United States
- Sync Charles Schwab to Securo🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of The Bank or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.