Connect Wealthsimple Trade to Lunch Money
Automatically sync your portfolio balances and trades to your Lunch Money accounts.
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
Lunch Money
- Keep your budget up to date with automatic bank sync
- Map any transaction field to Lunch Money-specific fields
- Transform transactions with transfer link rules
- Enrich transactions with clean merchant names, logos, and more (Pro)
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 Lunch Money
Point those accounts at your Lunch Money accounts.
Step 04
Sync automatically
Balances, holdings, and trades flow from Wealthsimple Trade to Lunch Money from that point on.
FAQ
Frequently asked questions
- How often does Wealthsimple Trade sync to Lunch Money?
- 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 Lunch Money within seconds.
- What gets synced from Wealthsimple Trade to Lunch Money?
- 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 Lunch Money.
- 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.