Upcoming Scheduled Open Banking Migrations
This guide provides a comprehensive overview of scheduled and ongoing ByAllAccounts' Open Banking migrations along with key details.
Last Updated: May 13, 2025
Note: This page is constantly evolving and is updated as needed.
| Open Banking Financial Institution (ID & Name) | Conversion | Supported Access/Login Type | Special Instructions | Known Limitations of the Open Banking API | Provider Token Expiration Times | Max Transaction History | FI:120608 - Bank of America Private BankLegacy FIs
|
Conversion Date: June 16, 2025Secondary Dates
|
Advisor: No Delegate: No Investor: Yes |
Health Savings Accounts (HSA) are unavailable via API | None (rolling) | 300 days |
|---|---|---|---|---|---|---|
FI:120577 - Merrill LynchLegacy FIs
|
Conversion Date: June 16, 2025Secondary Dates
|
Advisor: No Delegate: No Investor: Yes |
Health Savings Accounts (HSA), Banking Accounts, Life Insurance Accounts are unavailable via API | None (rolling) | 300 days | |
FI:120576 - Merrill Lynch BenefitsOnlineLegacy FIs
|
Conversion Date: June 16, 2025Secondary Dates
|
Advisor: No Delegate: No Investor: Yes |
Health Savings Accounts (HSA), Banking Accounts, Life Insurance Accounts, Annuity Accounts, Defined Benefits Accounts are unavailable via API | None (rolling) | 300 days | |
FI:120010 - Principal Financial Group - PersonalLegacy FIs
|
Conversion Date: May 12 and June 9, 2025Secondary Dates
|
Advisor: No Delegate: No Investor: Yes |
1 year | 90 days |
*Provider Token Expiration Times: How often re-consent is required
**Max Transaction History: Some accounts types may not go back as far
Updated about 14 hours ago