Web401k
Sync Web401k to Notion
BankSync may support connections to Web401k accounts through third-party open banking providers, then route the supported account data shown below to Notion. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Web401k or Notion. Names are used only to describe potential account-data coverage and destination compatibility.
United StatesBank SyncAvailable
How to sync Web401k to Notion
1
Search for Web401k in BankSync
Sign up for BankSync and, if Web401k is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
Authorize Notion
Authorise BankSync to write data to your Notion workspace. Select the database, table, or sheet where the supported account data should land.
3
Configure field mappings
Map the supported Web401k fields supplied by the provider to columns in Notion.
4
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
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How to Get Started
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What gets synced from Web401k to Notion
Transactions
Sync available Web401k transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Web401k accounts.
Holdings
Sync supported investment positions, quantities, and market values from Web401k.
Trades
Sync supported investment trade and activity history from Web401k.
Loans
Sync supported loan balances and provider-supplied liability details from Web401k.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Notion.
Custom Field Mappings
Map any Web401k field to any column in Notion — 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 Web401k with Notion?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Notion in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Web401k or Notion. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.