Upcoming Scheduled Open Banking Migrations

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Last Updated: August 22, 2025 Note: This page is constantly evolving and is updated as needed.

Complex Table

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:121631 - Citizens Bank (New England) Legacy FIs FI:266 - Citizens Bank (New England) - Legacy Access FI:49775 - Citizens Bank (New England) - Business - Legacy Access	Conversion Date: 10/10/2025 Secondary Dates New Account Enablement Date: 8/25/2025 Screen-Scraping Cutoff Date: 10/15/2025 Removal of Screen-Scraping FIs: 10/15/2025	Advisor: No Delegate: No Investor: Yes		Investment account types are not supported for aggregation at this time. We will communicate once these are available via the Akoya API.	1 year	Beginning of last calendar year
Fiserv Banking Institutions Legacy FIs see here for full list and details of migrating institutions see here for full list and details of new institutions	Conversion Date: 10/22/2025 Secondary Dates New Account Enablement Date: 9/22/2025 Removal of Screen-Scraping FIs: after 11/22/2025	Business and Personal Banking			12 months	90 days

*Provider Token Expiration Times: How often re-consent is required

**Max Transaction History: Some accounts types may not go back as far