WealthOne Bank of Canada
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Sync WealthOne Bank of Canada to Securo

BankSync may support connections to WealthOne Bank of Canada 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.

CanadaBank SyncAvailable

How to sync WealthOne Bank of Canada to Securo

Mapping WealthOne Bank of Canada fields into Securo
map your columns once
1

Search for WealthOne Bank of Canada in BankSync

Sign up for BankSync and, if WealthOne Bank of Canada is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Securo

Authorise BankSync to write data to your Securo workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported WealthOne Bank of Canada fields supplied by the provider to columns in Securo.

4

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 WealthOne Bank of Canada to Securo

Transactions

Sync available WealthOne Bank of Canada transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported WealthOne Bank of Canada accounts.

Holdings

Sync supported investment positions, quantities, and market values from WealthOne Bank of Canada.

Trades

Sync supported investment trade and activity history from WealthOne Bank of Canada.

Loans

Sync supported loan balances and provider-supplied liability details from WealthOne Bank of Canada.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Securo.

Custom Field Mappings

Map any WealthOne Bank of Canada 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 WealthOne Bank of Canada with Securo?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Securo in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of WealthOne Bank of Canada or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.