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Open Banking Migration Information Hub

This guide provides a comprehensive overview of ByAllAccounts' Open Banking migration efforts, including planned, ongoing, and past migrations, schedules, and key details about various Open Banking data sources.

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Last Updated: November 21, 2024
Note: This page is constantly evolving and is typically updated every month. Check back regularly for the most up-to-date information on Open Banking migration schedules and sources.

Open Banking Migration Updates

Complex Table
Financial Institution FI IDs & Names Open Banking Migration Dates* Supported Access/Login Type Known Limitations of the Open Banking API
Allianz New Open Banking FI: 112966 - Allianz Life (Insurance)
Original FIs
  • 44753 - USAllianz - Agent (Investment)
  • 52901 - USAllianz - Client (Investment)
  • 46435 - Allianz Life - Agent (Investment)
  • 110968 - Allianz Life New York - Client (Investment)
 Conversion Date: 1/9/2023
Secondary Dates
  • New Account Enablement Date: 8/3/2022
  • Screen-Scraping Cutoff Date: 3/31/2023
  • Removal of Screen-Scraping FIs: 3/31/2023
 Advisor: Yes
Delegate: Yes
Investor: Yes
Special Instructions:
  • Allianz only supports aggregation for Advisors, Investors or Delegates of a Financial Professional. Delegates of clients are not supported.
Allianz Phase 2 New Open Banking FI: FI:112966 - Allianz Life (Insurance)
Original FIs
  • FI:49415 - Allianz Life - Delegate
 Conversion Date: 2/14/2024
Secondary Dates
  • New Account Enablement Date: 1/31/2024
  • Screen-Scraping Cutoff Date: 3/31/2024
  • Removal of Screen-Scraping FIs: 3/31/2024
 Advisor: Yes
Delegate: Yes
Investor: Yes
Special Instructions:
  • Allianz only supports aggregation for Advisors, Investors or Delegates of a Financial Professional. Delegates of clients are not supported.
American Funds (Empower) New Open Banking FI: FI:113442 - American Funds Retirement Planning Center - Participant (Investment)
Original FIs
  • FI:51955 - American Funds Retirement Planning Center - Participant (retirementpartner.com) (Investment)
 Conversion Date: Q2 2023
Secondary Dates
  • New Account Enablement Date: Q2 2023
  • Screen-Scraping Cutoff Date: 11/6/23
  • Removal of Screen-Scraping FIs: 11/6/23
 Advisor: No
Delegate: No
Investor: Yes
Bank of America New Open Banking FI: FI:113012 - Bank of America (Banking)
Original FIs
  • FI:14659 - Bank of America (bankofamerica.com) (Banking)
  • FI:105490 - Bank of America - Banking - Quicken (Banking)
  • FI:105491 - Bank of America - Credit Card - Quicken (Credit Card)
 Conversion Date: 2022
Secondary Dates
  • New Account Enablement Date: 2022
  • Screen-Scraping Cutoff Date: 3/31/23
  • Removal of Screen-Scraping FIs: 3/31/23
 Advisor: No
Delegate: No
Investor: Yes
Capital One New Open Banking FI: FI:115398 - Capital One (Banking)
Original FIs
  • FI:42213 - CapOne Online (Banking)
 Conversion Date: n/a
Secondary Dates
  • New Account Enablement Date: Currently Available
  • Screen-Scraping Cutoff Date: 10/31/2023
  • Removal of Screen-Scraping FIs: 10/31/2023
 Advisor: No
Delegate: No
Investor: Yes
Citi New Open Banking FI: FI:116252 - Citi
Original FIs
  • FI:105795 - Citibank - Banking - Quicken (Banking)
  • FI:44535 - Citibank - Citi Cards (Credit Card)
  • FI:105788 - Citibank - Citi Cards - Quicken (Credit Card)
  • FI:2869 - Citibank Online - My Citi (Banking)
  • FI:109199 - Citi.com Cards (Credit Card)
 Conversion Date: October 17 and October 28, 2024
Secondary Dates
  • New Account Enablement Date: 09/04/24
  • Screen-Scraping Cutoff Date: 12/31/24
  • Removal of Screen-Scraping FIs: 11/28/24
 Advisor: No
Delegate: No
Investor: Yes
Chase New Open Banking FI: FI:112151 - Chase (Banking)
Original FIs
  • FI:15565 - Chase Online (Banking)
  • FI:42474 - JPMorgan Private Bank (Investment)
  • FI:109066 - Marriott Rewards Visa (Credit Card)
 Conversion Date: 2020
Secondary Dates
  • New Account Enablement Date: 2020
  • Screen-Scraping Cutoff Date: 12/22/22
  • Removal of Screen-Scraping FIs: 12/22/22
 Advisor: Yes
Delegate: Yes
Investor: Yes
Special Instructions:
  • Authorized Owners must select “Third Party Access” on the Access Manager page in order for the Authorized User to be able to aggregate data from the API.
 Commercial Line of Credit accounts are not supported. OLY Managed accounts are not supported.
Empower New Open Banking FI: FI:113078 Name: Empower Retirement - Your Retirement Plan - Participant (Investment)
Original FIs
Conversion Date: 06/12/2023 & 06/26/2023
Secondary Dates
  • New Account Enablement Date: 06/12/2023
  • Screen-Scraping Cutoff Date: 11/06/2023
  • Removal of Screen-Scraping FIs: 11/06/2023
 Advisor: No
Delegate: No
Investor: Yes 		Some plans available through the Empower websites are not record-kept at Empower and won’t be available with detailed data though the API
Fidelity New Open Banking FI: FI: 113552 Name: Fidelity Investments (Investment)
Original FIs
  • FI:20268 - Fidelity.com (Investment)
  • FI:22 - Fidelity.com - Quicken (Investment)
  • FI:183 - Fidelity NetBenefits (Investment)
 Conversion Date: 8/23/2023 & 09/26/2023
Secondary Dates
  • New Account Enablement Date: 8/04/2023
  • Screen-Scraping Cutoff Date: 10/1/2023
  • Removal of Screen-Scraping FIs: 10/1/2023
 Advisor: Yes.
Delegate: Yes
Investor: Yes
Special Instructions:
  • Support for Delegate Access was added 12/12/2023.
  • Advisors with institutional access should use "Fidelity IWS - FTP Access".
 The Fidelity API does not support users with a Charitable only or NetBenefits only account without a linked brokerage account. Fidelity will add API support for these users by the end of 2025. Fidelity says that as a workaround, these users can create a non-funded linked brokerage account which will allow them to use the API.
J.P. Morgan Asset Management (Empower) New Open Banking FI: FI:113443 - JPMorgan Asset Management - RetirementLink - Participant (Investment)
Original FIs
  • FI:98085 - JPMorgan Asset Management - RetirementLink - Participant (retirementlink.jpmorgan.com) Investment)
 Conversion Date: Q2 2023
Secondary Dates
  • New Account Enablement Date: Q2 2023
  • Screen-Scraping Cutoff Date: 11/6/23
  • Removal of Screen-Scraping FIs: 11/6/23
 Advisor: Yes.
Delegate: Yes
Investor: Yes
KeyBank - Online Banking New Open Banking FI: FI:116648 - KeyBank - Online Banking (Banking)
Original FIs
  • FI:45997 - KeyBank (key.com) (Banking)
 Conversion Date: November 4 and November 11, 2024
Secondary Dates
  • New Account Enablement Date: 10/04/2024
  • Screen-Scraping Cutoff Date: TBD
  • Removal of Screen-Scraping FIs: 12/11/2024
 Advisor: No
Delegate: Yes
Investor: Yes
PNC New Open Banking FI: FI:7351 - PNC (Banking)
Original FIs
  • FI:107056 - PNC Bank - Direct Connect - Banking - Quicken (Banking)
  • FI:45392 - PNC Wealth Management (Investment)
 Conversion Date: 10/26/2023
Secondary Dates
  • New Account Enablement Date: 10/24/2023
  • Screen-Scraping Cutoff Date: 10/31/2023
  • Removal of Screen-Scraping FIs: 2/14/2024
 Advisor: No
Delegate: No Investor: Yes
MetLife Resources (Empower) New Open Banking FI: FI:113445 - MetLife Resources - SavingsLink - Participant (Investment)
Original FIs
  • FI:46456 - MetLife Resources - SavingsLink - Participant (retirementpartner.com) (Investment)
 Conversion Date: Q2 2023
Secondary Dates
  • New Account Enablement Date: Q2 2023
  • Screen-Scraping Cutoff Date: 11/6/23
  • Removal of Screen-Scraping FIs: 11/6/23
 Advisor: Yes.
Delegate: Yes
Investor: Yes
PNC Phase 2 New Open Banking FI: FI:7351 - PNC (Banking)
Original FIs
  • FI:112256 PNC Bank - PINACLE (Banking)
 Conversion Date: TBD
Secondary Dates
  • New Account Enablement Date: TBD
  • Screen-Scraping Cutoff Date: TBD
  • Removal of Screen-Scraping FIs: TBD
 Advisor: Yes
Delegate: Yes Investor: n/a
Principal New Open Banking FI: TBD
Original FIs
  • FI:104950 - Principal Financial Data Pages - Retirement Access (Investment)
  • FI:8372 - Principal Financial Group - Personal (Investment)
  • FI:107079 - Principal Financial Group - Investment - Quicken (Investment)
  • FI:107080 - Principal Funds - Investment - Quicken (Investment)
 Conversion Date: TBD
Secondary Dates
  • New Account Enablement Date: July-August 2024
  • Screen-Scraping Cutoff Date: TBD
  • Removal of Screen-Scraping FIs: TBD
 Advisor: No
Delegate: No Investor: Yes
TIAA New Open Banking FI: FI:115824 - TIAA-CREF (Investment)
Original FIs
  • FI: 43512 -TIAA Online (Investment)
  • FI:107452 - TIAA-CREF - Investment - Quicken (Investment)
  • FI:107453 - TIAA-CREF Brokerage Services - Investment - Quicken (Investment)
  • FI:89263 - TIAA-CREF.org (Brokerage Services) (Investment)
 Conversion Date: July 15, September 9, November 13, 2024
Secondary Dates
  • New Account Enablement Date: 7/12/2024
  • Screen-Scraping Cutoff Date: 12/13/2024
  • Removal of Screen-Scraping FIs: 12/13/2024
 Advisor: No
Delegate: No
Investor: Yes
  • TIAA is not currently supporting After Tax Annuity account types and has not provided a timeline for when they might be available. They have advised that After Tax Annuity account holders should open an incident with TIAA to help track the demand for this account type.
    		•
    Transamerica New Open Banking FI: FI:113658 - Transamerica (Investment)
    Original FIs
    • 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)
    		 Conversion Date: 12/20/2023
    Secondary Dates
    • New Account Enablement Date: 12/20/2023
    • Screen-Scraping Cutoff Date: 2017
    • Removal of Screen-Scraping FIs: 2/5/2024
    		 Advisor: No
    Delegate: No
    Investor: Yes
    Voya New Open Banking FI: FI:113761 Name: Voya Financial - Participant Retirement
    Original FIs
    		Conversion Date: 12/20/2023
    Secondary Dates
    • New Account Enablement Date: 12/20/2023
    • Screen-Scraping Cutoff Date: 2017
    • Removal of Screen-Scraping FIs: 2/5/2024
    		 Advisor: No
    Delegate: No
    Investor: 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.
    U.S. Bank New Open Banking FI: FI:112341- U.S. Bank (Banking)
    Original FIs
    • FI:43453 - U.S. Bank - Online Banking (Banking)
    		 Conversion Date: 2022
    Secondary Dates
    • New Account Enablement Date: 2022
    • Screen-Scraping Cutoff Date: 2022
    • Removal of Screen-Scraping FIs: 12/22/22
    		 Advisor: Yes
    Delegate: Yes
    Investor: Yes
    Special Instructions:
    • Advisors should use "U.S. Bank Legacy - SFTP"
    Wells Fargo New Open Banking FI: FI:112518 - Wells Fargo (Investment)
    Original FIs
    • FI:48 - Wells Fargo Bank (Banking)
    • FI:109494 - Wells Fargo - The Private Bank (Banking)
    • FI:44893 - Wells Fargo Online Brokerage (Investment)
    • FI:97563 - Wells Fargo Advisors (Investment)
    • FI:43012 - Wells Fargo Retirement Plan Services
    • FI:107627 - Wells Fargo Trust Direct - Investment - Quicken
    • FI:107628 - Wells Fargo Trust- Investment Mgt - Investment - Quicken
    		 Conversion Date: 2020
    Secondary Dates
    • New Account Enablement Date: 2020
    • Screen-Scraping Cutoff Date: 3/31/23
    • Removal of Screen-Scraping FIs: 3/31/23
    		 Advisor: Yes
    Delegate: Yes
    Investor: Yes
    Special Instructions:
    • We recommend advisors use " Wells Fargo Advisors - First Clearing SFTP"
    • For Delegate Users: The primary account owner needs to enable the necessary accounts for their agent/sub-user.

    Open Banking Migration Date Definitions

    Simple Table
    Date Type Definition
    Conversion Date Date that ByAllAccounts will convert existing accounts from screen-scraping to API
    New Account Enablement Date Date that new accounts will be routed to the API (and screen-scraping Financial Institutions are hidden from new account setup). This may be the same or before the Conversion Date.
    Financial Institution Screen-Scraping Cutoff Date Date that the Financial Institution will no longer allow screen-scraping. Aggregation must go through the API and other access may be blocked.
    Removal of Screen-Scraping FIs from the ByAllAccounts Platform Date that ByAllAccounts will delete the screen-scraping Financial Institutions to clean up the ByAllAccounts Platform and protect resource allocation. This will be 30 days after final conversion unless otherwise noted.

    Open Banking Migration User Guides

    Bulleted List with Hyperlinks

    Open Banking Communication Archive

    Open Banking Updates

    Bulleted List with Hyperlinks

    Open Banking Migration Notifications

    Completed/In-Process Migration Status

    Allianz

    Bulleted List with Hyperlinks

    Chase, Charles Schwab & U.S Bank

    Bulleted List with Hyperlinks

    Empower

    Bulleted List with Hyperlinks

    Fidelity

    Bulleted List with Hyperlinks

    KeyBank

    Bulleted List with Hyperlinks

    PNC Bank

    Bulleted List with Hyperlinks

    TIAA-CREF

    Bulleted List with Hyperlinks

    Transamerica

    Bulleted List with Hyperlinks

    Voya

    Bulleted List with Hyperlinks

    Updated 3 days ago