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Transamerica

General questions about using Fund Manager that do not fit into any other forum.

Postby LungDoc » Mon Aug 09, 2021 6:39 am

Currently, the only third-party application that can connect to our services is MINT. Transamerica is working to ensure both continued information security for our customers and compliance with all
relevant regulations.
We've taken many steps to enhance the protection of our customers' accounts - including installing a cybersecurity tool earlier this year called Multi-Factor Authentication. MFA disabled the ability of third party programs, or aggregators, to "screen scrape” our technology because it didn't meet our strict requirements for the protection of customer data.
At this time, we are waiting to hear when each aggregator will adopt our secure solution. We are also working through an industry utility, Akoya, to establish a secure connection to our platform that would be available to all their third-party aggregator clients. We expect this service to be online in the second quarter and the schedule of connected third parties to be published in March.
If you have questions about this letter, give us a call at 800-462-2391 Mon - Thurs, 9 a.m. - 6 p.m. and Fri, 9 a.m. – 5:30 p.m. ET.

This is the response I got from TA when I asked them to include FM in the list of aggregators.
LungDoc
 
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Postby Mark » Mon Aug 09, 2021 9:36 am

Okay, thanks for sharing...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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