Sync Upgrade to Securo
BankSync may support connections to Upgrade 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 Upgrade to Securo
Search for Upgrade in BankSync
Sign up for BankSync and, if Upgrade 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 Upgrade 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 Upgrade to Securo
Transactions
Sync available Upgrade transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Upgrade accounts.
Holdings
Sync supported investment positions, quantities, and market values from Upgrade.
Trades
Sync supported investment trade and activity history from Upgrade.
Loans
Sync supported loan balances and provider-supplied liability details from Upgrade.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Securo.
Custom Field Mappings
Map any Upgrade 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 Upgrade 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 Upgrade somewhere else
The same Upgrade connection can feed any of these destinations.
- Sync Upgrade to Actual Budget
- Sync Upgrade to Airtable
- Sync Upgrade to Firefly III
- Sync Upgrade to Google Sheets
- Sync Upgrade to Home Assistant
- Sync Upgrade to Microsoft Excel
- Sync Upgrade to MongoDB
- Sync Upgrade to MySQL
- Sync Upgrade to Notion
- Sync Upgrade to PostgreSQL
- Sync Upgrade to SimpleFIN
- Sync Upgrade 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 Upgrade or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.