Sync Wealthsimple to Webhooks

BankSync may support connections to Wealthsimple accounts through third-party open banking providers, then route the supported account data shown below to Webhooks. Set up takes under 10 minutes and requires no code.

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How to sync Wealthsimple to Webhooks

Mapping Wealthsimple fields into Webhooks — map your columns once

Search for Wealthsimple in BankSync

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

Authorize Webhooks

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

Configure field mappings

Map the supported Wealthsimple fields supplied by the provider to columns in Webhooks.

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 Wealthsimple to Webhooks

Transactions

Sync available Wealthsimple transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Wealthsimple accounts.

Holdings

Sync supported investment positions, quantities, and market values from Wealthsimple.

Trades

Sync supported investment trade and activity history from Wealthsimple.

Loans

Sync supported loan balances and provider-supplied liability details from Wealthsimple.

Account Details

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

Custom Field Mappings

Map any Wealthsimple field to any column in Webhooks — 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 Wealthsimple with Webhooks?

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

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Sync Wealthsimple somewhere else

The same Wealthsimple connection can feed any of these destinations.

Other banks that sync to Webhooks

Institutions in the same market that can also route account data to Webhooks.

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