Whitney Securities - Streetscape
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SimpleFIN

Sync Whitney Securities - Streetscape to SimpleFIN

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

United StatesBank SyncAvailable

How to sync Whitney Securities - Streetscape to SimpleFIN

Mapping Whitney Securities - Streetscape fields into SimpleFIN
map your columns once
1

Search for Whitney Securities - Streetscape in BankSync

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

2

Authorize SimpleFIN

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

3

Configure field mappings

Map the supported Whitney Securities - Streetscape fields supplied by the provider to columns in SimpleFIN.

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 Whitney Securities - Streetscape to SimpleFIN

Transactions

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

Balances

Sync current and available balances for supported Whitney Securities - Streetscape accounts.

Holdings

Sync supported investment positions, quantities, and market values from Whitney Securities - Streetscape.

Trades

Sync supported investment trade and activity history from Whitney Securities - Streetscape.

Loans

Sync supported loan balances and provider-supplied liability details from Whitney Securities - Streetscape.

Account Details

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

Custom Field Mappings

Map any Whitney Securities - Streetscape field to any column in SimpleFIN — 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 Whitney Securities - Streetscape with SimpleFIN?

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

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