TIAA
Brokerage
Webhooks
Send events
Connect TIAA to Webhooks
Automatically send portfolio balance & trade events to webhook endpoints and cloud services.
Features
Everything, end to end.
From
TIAA
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
Webhooks
- Connect your bank to any app or service that supports webhooks
- Send events for new transactions, transaction updates, balance updates, and bank account updates
- Optionally omit sensitive identifiers like account numbers from payloads
- Transform transactions with bank account rules
- Enrich transactions with clean merchant names, logos, and more (Pro)
I love YNAB, but Synci has made it actually usable for me. Also great support!
Obeq
Gift from God: Just want to say thank you for a seamless experience together with YNAB.
emiliusap
Discovered Synci via a Reddit ad. Finally a helpful ad! Works great! Thank you for the good service.
Qllervo
Thank you so much for Synci! Not being able to automate my budget for 3 months definitely made me realise just how valuable YNAB is to me, and I'm incredibly glad and relieved that I found a service that makes everything work again.
Jonna
Easy YNAB sync with good support: Works well, and is easy to set up. Quick and friendly support.
Kristoffer
Trustpilot
I just signed up. Been a manual entry YNAB user for many years. This is great!
JanBrogger
[Synci] works flawlessly so far and I have not encountered any problems. Highly recommended!
Amazing-Wasabi-2145
Setup
How it works
Connect securely
Log in through TIAA's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which TIAA accounts you want to sync.
Link to Webhooks
Create Webhooks that send events from all or selected accounts.
Sync automatically
Balances, holdings, and trades flow from TIAA to Webhooks from that point on.
Pricing
Pricing that scales with you.
Pay only for the bank connections you need. Start small and add more as you grow.
Basic
A flexible, pay-per-connection plan — perfect for users with simple needs.
connections
€3.32/month
€39.90 billed yearly
Includes:
- Unlimited destinations
- 2 rules per connection
- 1 condition per rule
- 1 action per rule
- 30-day data retention
- Bank sync every 6 hours
- Not included:Transaction enrichment
Pro
Premium plan with transaction enrichment, more rules, high-frequency sync, and priority support.
connections
€4.58/month
€54.90 billed yearly
Includes:
- Unlimited destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 365-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
Enterprise
Unlimited pay-as-you-go plan tailored to businesses and high-volume individuals.
connections
Usage-based pricing
Includes:
- Unlimited destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 730-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
FAQ
Questions, answered.
Synci polls TIAA for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Webhooks within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which TIAA accounts sync, and rules can transform data before it reaches Webhooks.
No. Synci connects to TIAA through a secure data provider, which means authentication happens on TIAA's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to TIAA through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and TIAA.