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: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 |
|
ID: 113552 Name: Fidelity (Investment) |
PNC | 10/26/2023 | 2/14/2024 | No | Yes |
|
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: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 |
Open Banking Migration User Guides
- Open Banking (OAUTH) Account Migration Instructions for AccountView - Advisors
- Open Banking (OAUTH) Account Setup Overview - Investors
Open Banking Communication Archive
Open Banking Updates
- Acknowledgement of ByAllAccounts Financial Institution Data Access (FIDA) Addendum) Sept 2021
- Reminder of ByAllAccounts Financial Institution Data Access (FIDA) Addendum Mar 2022
- Open Banking Update Q1 2023
- Open Banking Update Q4 2023
- Delegate Access Advisory Oct 2023
Open Banking Migration Notifications
Completed/In-Process Migration Status
Allianz
- Notification 1 Jan 2024
Chase, Charles Schwab & U.S Bank
- Notification 1 Oct 2021
- Notification 2 Nov 2021
Empower
- Notification 1 Q2 2023
- Notification 2 May 2023
Fidelity
- Notification 1 Aug 2023
- Notification 2 Sept 2023
- Notification 3 Oct 2023
PNC Bank
- Notification 1 Oct 2023
- Notification 2 Nov 2023
- Notification 3 Jan 2024
Transamerica
- Notification 1 Jan 2024
Voya
- Notification 1 Oct 2023
- Notification 2 Dec 2023
- Notification 3 Jan 2024