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