How does the local Autosync work?
With Autosync, you can seamlessly sync your entire transaction history with Parqet. Autosync doesn’t create a permanent connection to your broker. After you enter your login credentials, we import all your transactions once and close the connection again. You can sync again at any time by entering your login credentials again.
🔒 When developing the local Autosync, we set extremely high standards for data security. After you enter your login credentials, your smartphone connects to your broker. Parqet never has access to your brokerage account or your login credentials.
How to import transactions with Autosync
You use Autosync for Consorsbank in our mobile app (in German). You can download the app here. It isn’t available for Consorsbank on the web.
Here’s how to sync your Consorsbank brokerage account with Autosync:
Create a new portfolio (in German)
Select the broker you want to import transactions from. In the broker selection, an icon shows which brokers support Autosync.
Select “Autosync” as the import method.
Enter your login credentials.
For Consorsbank, these are your account number/user ID and your online PIN/password. They’re the same details you otherwise enter to log in on the Consorsbank website:
Confirm your login with the push notification you receive from Consorsbank on your smartphone. (Please note the known limitations further below: Consorsbank login via QR-TAN generator or AppTAN generator isn’t possible)
Depending on the size of your brokerage account, the sync can take a few seconds to minutes. Please keep the Parqet app in the foreground during the sync.
How holdings sync works with Consorsbank
To make sure your portfolio in Parqet always matches the one at your broker exactly, we use an automatic holdings sync in addition to importing your transactions. With every sync, Parqet compares the number of your shares and their entry prices (your price per share, excluding fees) with your broker’s current data and automatically balances out any differences.
Here you can learn in detail how holdings sync works and why entry prices are sometimes adjusted. Autosync: Synchronize holdings
FAQ
Autosync stops or shows an error
If your Autosync stops, go through this list:
Run Autosync on a stable Wi-Fi connection instead of mobile data
If you’re on a restricted network (e.g., a hotel or work network), try your private Wi-Fi connection
Keep the Parqet app open the entire time Autosync is running. If in doubt, turn off your smartphone’s automatic standby option
Turn off features that interfere with the connection (e.g., antivirus software, VPN, ..)
Log in on the website at https://www.consorsbank.de and check whether you can access it without problems from the device you’re running Autosync on
Restart the device you’re running Autosync on
With many transactions, the first Autosync can take a few minutes. Keep the app open even if the percentage display seems frozen. If an error code still appears after these steps, please reach out via our contact form (topic “Data Import: Autosync”). Describe which steps you’ve already tried and which error appears.
Which data is synced?
Securities and brokerage accounts: Autosync currently syncs all brokerage accounts linked to your login credentials. This includes all securities transactions, including dividends. Via “Add filter” › “Sub-account”, you can show or hide individual brokerage accounts (in German).
Cash holdings: Via the “Synchronize holdings” feature, we also sync cash holdings. Note that for Consorsbank, we can’t sync a transaction history for cash holdings; we always sync the balance at the time of the Autosync.
If your cash holding is empty, make sure that “Synchronize holdings” is turned on. Only then will your cash balance be displayed correctly.
Wrong entry price for securities transferred into your Consorsbank account
Consorsbank’s documents for securities transfers usually don’t include acquisition costs. If these values aren’t available, we book the securities at the closing price on the day of the transfer. Under app.parqet.com → “Activities”, a notice appears next to the affected “Transfer in” activity. You can adjust the entry price by clicking the three dots (...). If you can’t find the entry price yourself, please contact your bank. Via the “Synchronize holdings” feature, we also make historical adjustments and, in many cases, try to back-calculate the missing entry prices.
Individual transactions don’t match my broker’s transactions
If you notice discrepancies in your Parqet portfolio, first check the underlying transactions. To do this, go to app.parqet.com → “Activities” and compare Parqet’s transactions with your broker’s transactions. You can use the PDF documents in your mailbox for the comparison.
If you spot discrepancies, feel free to reach out with as precise a description as possible via our contact form (topic “Data Import: Autosync”). This way, we can fix any errors centrally for all users.
Ideally, also turn on the option “Enable erroneous documents analysis” under the menu item “Autosync” in the settings of the mobile app. This option is turned off by default, so you can freely decide whether to share these failed documents with us. The option doesn’t fix an error right away. It allows us to analyze the documents that failed during your import. This helps us improve the import, and in the best case, later syncs will then pick up such documents correctly. You get Autosync improvements automatically with every new sync. You don’t need to set up your portfolio again for this.
To sync without corrections from the “Synchronize holdings” feature, turn it off in the “Portfolio settings”.
When does a new portfolio help?
If holdings, cash, or individual transactions are still wrong after syncing again, you can check whether your existing portfolio is the cause:
Create a new, empty portfolio.
Run Autosync with your broker again there.
Compare the result with your previous portfolio. If everything matches in the new portfolio, you can delete the old one.
Important: Deleting a portfolio removes everything that happened in that portfolio: manually created or changed activities (e.g., adjusted entry prices for transfers in), imports, and notes on transactions. Your tags are kept because they belong to your account. Write down your manual changes beforehand so you can enter them again in the new portfolio.
If something still doesn’t match in the new portfolio, reach out via our contact form (topic “Data Import: Autosync”) with a specific example (security, date, amount).
I don’t get a push notification in the Consorsbank app
Make sure your Consorsbank app has the latest updates and that push notifications are turned on. You can find information on this here (in German). Log in to the Consorsbank app once and then run the Parqet Autosync. You should then get a push notification. If not, check whether logging in on the consorsbank.de website works. You can find information on approving the login via the Consorsbank app here (in German).
Consorsbank login via QR-TAN generator or AppTAN generator isn’t possible
We don’t support the QR-TAN login or login via the AppTAN generator, and the SecurePlus generator can’t be used either.
To log in for Autosync, you need to use your login credentials and confirm via the Consorsbank app. Make sure you’ve downloaded the “Consorsbank” app that you also use to access your other accounts. Confirmation isn’t possible via the Secure Plus, Consorsbank Pro, or Consors Finanz app.
Can I create manual activities in an Autosync portfolio?
Yes. However, we advise against it and recommend creating separate Parqet portfolios for each broker, because manual activities can otherwise interact with the activities of your Autosync portfolio in unwanted ways. With a Plus or Investor subscription, you can see several portfolios together in the Overview (in German).
Want to view strategies separately or hide an instant-access savings account? Use Views for that. Learn more: Views (in German).
My login credentials are correct, but the login doesn’t work
Make sure you’re not using the Consorsbank app PIN, but the online PIN you use to log in on the Consorsbank website. The online PIN has exactly 5 characters and can contain digits and letters. The app PIN has exactly 6 characters and consists of digits only.
Can I also import my wealth management account via Autosync?
We currently can’t import Consorsbank’s wealth management, which you can access at https://www.wealthmanagement.bnpparibas.de/, via Autosync. Only brokerage accounts you can access via the consorsbank.de login can be imported.
My options aren’t imported
We currently don’t support derivatives such as futures or options in Parqet. So if you trade options at Consorsbank, Autosync won’t import them. However, warrants with an ISIN can be imported like other securities.