Connect Investor 360 to your favorite budgeting tools
Automatically sync your Investor 360 transactions and balances. Set up in minutes with secure open banking connection.
1. Connect Investor 360
Securely connect using open banking. Your credentials are never stored.
2. Choose your destination
Send your data to your favorite budgeting tools for tracking and custom analytics
3. Automatic daily updates
Your transactions and balances are automatically synced every day
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Frequently Asked Questions
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