Open Banking Migration

Migration Updates

This table is updated frequently.

Financial Institution	Date of Availability	Expected Date of Screen-scraping Sunset	Advisor Aggregation	Investor Aggregation	Known Limitations of the API	Original FI IDs & Names	New Open Banking API ID & Name
Allianz	Q1-23	3/31/2023	Yes	Yes		FI:44753 - USAllianz - Agent (Investment) FI:52901 - USAllianz - Client (Investment) FI:46435 - Allianz Life - Agent (Investment) FI:110968 - Allianz Life New York - Client (Investment)	FI:112966 - Allianz Life (Insurance)
Allianz Phase 2	2/14/2024	3/13/2024	Yes	Not Applicable		FI:49415 - Allianz Life - Delegate	FI:112966 - Allianz Life (Insurance)
Capital One	Q2-24	TBD	Not applicable	Yes	TBD	FI:55121 - Capital One (Banking)	TBD
Empower	06/12/2023 & 06/26/2023	11/06/2023	No	Yes		See list of FIs.	ID: 113078 Name: Empower Retirement - Your Retirement Plan - Participant (Investment)
Fidelity	08/23/2023 & 09/26/20203	10/1/2023	Yes	Yes	Delegate access added on 12/12/2023	FI:20268 - Fidelity.com (Investment) FI:22 - Fidelity.com - Quicken (Investment) FI:183 - Fidelity NetBenefits (Investment) FI:52942 - Fidelity NetBenefits - Quicken (Investment) FI:44892 - Fidelity Charitable Gift Fund (Investment)	ID: 113552 Name: Fidelity (Investment)
PNC	10/26/2023	2/14/2024	No	Yes		FII:7351 - PNC (Banking) FI:107056 - PNC Bank - Direct Connect - Banking - Quicken (Banking) FI:45392 - PNC Wealth Management (Investment)	ID: 113721 Name: PNC Bank (Banking)
PNC Phase 2	Q1-24	TBD	Yes	Not Applicable		FI:112256 PNC Bank - PINACLE (Banking)	ID: 113721 Name: PNC Bank (Banking)
Transamerica	12/20/2023	2/5/2024	No	Yes	TBD	FI:112241 - Transamerica - AMC Theaters (Investment) FI:111133 - Transamerica - Danone (Investment) FI:110639 - Transamerica - Development Alternatives, Inc. (DAI) (Investment) FI:110867 - Transamerica - Mission Health (Investment) FI:112085 - Transamerica - Penske Pension Plans (Investment) FI:110086 - TransAmerica - Retirement Plans (Investment) FI:97477 - Transamerica - The Coca-Cola Company (Investment) FI:50655 - Transamerica Insurance & Investment - MyTransamerica (Investment) FI:44333 - Transamerica Life Insurance Annuities - Individual Investors (Investment) FI:41832 - Transamerica Retirement Solutions - My TRSRetire (Investment)	FI:113658
Voya	12/07/2023	2/14/2024	No	Yes	Some plans available through the Voya websites are not record-kept at Voya and won’t be available with detailed data after the conversion. See attached list of plans that will not aggregate with holdings and transactions detail following the conversion.	See list of FIs.	ID: 113761 Name: Voya Financial - Participant Retirement