Sync The Investment Center to Securo
BankSync may support connections to The Investment Center 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 Investment Center to Securo
Search for The Investment Center in BankSync
Sign up for BankSync and, if The Investment Center 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 Investment Center 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 Investment Center to Securo
Transactions
Sync available The Investment Center transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported The Investment Center accounts.
Holdings
Sync supported investment positions, quantities, and market values from The Investment Center.
Trades
Sync supported investment trade and activity history from The Investment Center.
Loans
Sync supported loan balances and provider-supplied liability details from The Investment Center.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Securo.
Custom Field Mappings
Map any The Investment Center 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 Investment Center 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 Investment Center somewhere else
The same The Investment Center connection can feed any of these destinations.
- Sync The Investment Center to Actual Budget
- Sync The Investment Center to Airtable
- Sync The Investment Center to Firefly III
- Sync The Investment Center to Google Sheets
- Sync The Investment Center to Home Assistant
- Sync The Investment Center to Microsoft Excel
- Sync The Investment Center to MongoDB
- Sync The Investment Center to MySQL
- Sync The Investment Center to Notion
- Sync The Investment Center to PostgreSQL
- Sync The Investment Center to SimpleFIN
- Sync The Investment Center 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 Bank of America to Securo🇺🇸 United States
- Sync Fidelity to Securo🇺🇸 United States
- Sync Charles Schwab to Securo🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of The Investment Center or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.