Transamerica Retirement

brittny
brittny Member ✭✭
edited July 11 in Report Missing Financial Institution

Please add Transamerica Retirement to your supported banks

Login URL - https://secure2.transamerica.com/login

Tagged:
17
17 votes

Completed · Last Updated

Transamerica - Retirement is now available through our Finicity aggregator!

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @brittny, thanks for posting your request to the Community!

    Unfortunately, it looks like Transamerica is listed in our Unsupported Banks List here:

    https://community.simplifimoney.com/discussion/5525/known-issue-other-known-online-banking-issues

    However, we can certainly keep this request alive so we're able to post any updates on the connection if/when they become available.

    -Coach Natalie

    -Coach Natalie

  • OMG HI
    OMG HI Member ✭

    I hope this gets resolved. I was able to connect to Transamerica 401k retirement plan from other aggregating apps so I don't believe it's the institution blocking aggregation.

    I live my life one line of code at a time…

  • carolynwitman
    carolynwitman Member

    I also would really like to see support for Transamerica!!

  • chrissmithvt89
    chrissmithvt89 Member

    I also use Transamerica, and would love it if you worked on getting them added.

  • kmr1
    kmr1 Member

    I also have a Transamerica account, and was able to update it automatically using Empower. I hope Simplifi can work on getting this link in place.

  • acoll054
    acoll054 Member

    Also requesting support for Transamerica retirement accounts

  • suL33T
    suL33T Member ✭

    upvote using the arrow in the yellow bar above

  • jneebz
    jneebz Member
    edited August 2024

    There’s nothing in the Transamerica TOS that says they block aggregation. Can we get more info about this? Simplifi is useless without syncing to my primary retirement account. I feel like I just wasted my money. And it’s not like Transamerica is a “no name” firm. I’ve had no issues connecting with Mint or Wealthfront in the past.

    https://www.transamerica.com/terms-of-use
  • jneebz
    jneebz Member

    so no updates then?

  • elfneedsfood
    elfneedsfood Member ✭

    The Simplifi UI looks like it supports Transamerica Retirement. Does that include a Transamerica 401K? Trying to connect a 401K and can't get it to work.

  • suL33T
    suL33T Member ✭

    The URL for Transamerica - Retirement Quicken is using is incorrect. Look up, Transamerica - Retirement, it's an outdated URL. It should be https://secure2.transamerica.com/login as the OP stated. I think fixing that will fix this "unsupported" platform. It's supported everywhere else but here which is a shame since we pay for this product. I will definitely be considering other options at the end of this subscription cycle if this isn't seriously looked at.

  • FreddyC
    FreddyC Member ✭

    I was so excited about the retirement planner! Then I realized I can't even use it because my employer plan is through Transamerica 😫

  • suL33T
    suL33T Member ✭

    The latest update from today allowed me to connect my account—we'll see if it sticks or breaks next update!

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This discussion has been closed.

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