Transamerica

[B2B_Investing]

Hi Mark,

I noticed that Transamerica is not included on the list of institutions from which to receive transactions. Any ideas if that is something that could be added near term? It is surprising to me how many non-traditional brokers are in the 401k space now.

(If you are keeping the running list prioritized, I would much prefer the %change alert enhancement over this)

Many thanks as always for a great product.

Jason

[Mark]

Hi Jason,

I don't believe Transamerica offers the required "Open Financial eXchange" (OFX) server in order to do automated retrievals. See this page for details:

https://www.fundmanagersoftware.com/faq ... upport.php