Wealthsimple Trade
Actual Budget logo
Beam

Connect Wealthsimple Trade to Actual Budget

Sync your portfolio balances and trades to Actual Budget through its built-in SimpleFIN bank sync.

Get started
Secure read-only connectionSimple per-connection pricing

Features

From

Wealthsimple Trade

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

To

Actual Budget

  • Works with any hosted Actual server, including self-hosted and PikaPods
  • Syncs through the SimpleFIN bank sync built into Actual, no scripts or browser extensions needed
  • Run Bank Sync in Actual whenever you want fresh data
  • Customize payees and descriptions with bank account rules
  • Secure, read-only access limited to the accounts you choose to share

Setup

How it works

Step 01

Connect securely

Log in through Wealthsimple Trade's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Wealthsimple Trade accounts you want to sync.

Step 03

Link to Actual Budget

Step 04

Sync automatically

Balances, holdings, and trades flow from Wealthsimple Trade to Actual Budget from that point on.

Get started

FAQ

Frequently asked questions

How often does Wealthsimple Trade sync to Actual Budget?
Synci polls Wealthsimple Trade for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Actual Budget within seconds.
What gets synced from Wealthsimple Trade to Actual Budget?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Wealthsimple Trade accounts sync, and rules can transform data before it reaches Actual Budget.
Is my Wealthsimple Trade login shared with Synci?
No. Synci connects to Wealthsimple Trade through a secure data provider, which means authentication happens on Wealthsimple Trade's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Wealthsimple Trade?
Synci currently connects to Wealthsimple Trade through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Wealthsimple Trade.