Every holding, every client, one view.

Schwab, Fidelity, Vanguard, E*TRADE, Interactive Brokers, Robinhood, Charles Schwab (TD Ameritrade merged), Webull, Tradier, Wealthfront, Betterment, Acorns, Stash, M1 Finance, SoFi Invest, and 100+ more through supported investment connections. In Australia we cover CommSec, SelfWealth, Stake, Pearler, and others through CDR. UK and EU coverage via regulated open banking.

Yes. The client authorizes each account inside their own portal, so held-away accounts at any supported institution show up alongside the assets you actively manage. This is the core of the "comprehensive financial picture" pitch: you finally advise on the whole portfolio, not just custodied assets.

Those are full portfolio reporting / performance / billing platforms: they cost $100s/month per advisor and lock you into their reporting stack. BankSync is bank-data infrastructure: we pipe raw holdings, trades, balances, and cash into wherever you want them, whether your Sheets, your Notion, your custom Excel models, or via API into your existing reporting tool. Use BankSync to feed your existing stack, not replace it.

Open-banking access is read-only and auditable end-to-end. Every consent grant logs at the regulated open-banking provider. Inside BankSync, each portal records member changes, account connections, and reauthorizations. We never store banking credentials; clients can revoke any time from their bank/broker app. For SEC examiners: each client's consent flow is the same as any aggregator their custodian uses.

Yes. Holdings and balances sync with native currency intact. Cash positions in USD, AUD, GBP, EUR, CAD all flow through. Currency conversion for consolidated reporting happens in your destination tool (Sheets, Notion, your model) where you control the FX rate logic.

Most brokerages provide end-of-day positions. BankSync can run hourly on eligible plans, though a daily morning schedule usually matches portfolio data availability. Trade-level freshness still depends on the broker endpoint.

BankSync provides the raw inputs (positions, trades, balances, cost basis where available) and you generate the performance report. Most advisors do this in Google Sheets or Excel for small books, or pipe BankSync data into Orion/Black Diamond via export for larger books. We don't do TWR or money-weighted return calculation natively; that's the reporting tool's job.

Aggregators like ByAllAccounts cost $4–$15 per account per month plus implementation fees. BankSync's Professional plan starts at from $4/mo and covers all your portals with a pooled bank quota; Enterprise plans scale higher. For most small RIAs (5–25 clients) BankSync is 80–95% cheaper than legacy aggregation.