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Indexa Capital is a Spanish robo-advisor that manages automated investment portfolios. Sure connects to Indexa Capital to import your portfolio holdings, balances, and transaction history.

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Setting up Indexa Capital

Sure supports two authentication methods for Indexa Capital: an API token or username and password credentials.
  1. Log in to your Indexa Capital dashboard.
  2. Navigate to the API or developer settings to generate a read-only API token.
  3. In Sure, go to Settings → Providers and find the Indexa Capital section.
  4. Paste your API token into the API Token field and save.

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Option 2: Username and password

  1. In Sure, go to Settings → Providers and find the Indexa Capital section.
  2. Enter your Indexa Capital Username (email), Document ID, and Password.
  3. Save the configuration.
After saving, Sure begins syncing your Indexa Capital accounts. Go to the Accounts tab to set up any newly discovered accounts.

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Setting up accounts

After the first sync, your Indexa Capital accounts appear in the setup queue. Click Set up accounts to assign each account an account type and a transaction history start date before it appears in your account list.

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Troubleshooting

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Provider not configured

If you see a “provider not configured” error, check that your credentials are saved in Settings → Providers → Indexa Capital and that at least one authentication method is filled in correctly.

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No accounts found after syncing

Run a manual sync from Settings → Providers after saving your credentials. If accounts still do not appear, verify your credentials are correct in the Indexa Capital dashboard.