Source: https://wealthfolio.app/portfolio-tracker/transamerica/

[All supported brokerages](https://wealthfolio.app/connect/brokerages/)

Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Transamerica.

United States

# Track your Transamerica portfolio with Wealthfolio

Connect your eligible Transamerica account once. Wealthfolio keeps supported investment data up to date alongside accounts held at other institutions.

[Connect Transamerica with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.

![Wealthfolio dashboard tracking a Transamerica portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Transamerica portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png)

Your portfolio dashboard in Wealthfolio

## From your Transamerica account to your whole investment picture

### Keep your portfolio current

Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.

### Bring institutions together

See Transamerica alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.

### Use the combined picture

Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.

Available views depend on the data and history supported by each connection.

![Wealthfolio analyzing a combined portfolio that includes Transamerica](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Transamerica](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png)

Performance comparison against a benchmark

## What syncs from Transamerica

Available data

-   ETF and stock holdings with account balances
-   Buys, sells, deposits, and withdrawals

Eligible accounts

Eligible Transamerica accounts shown during authorization.

Available history

Up to two years of account activity may be available.

Updates

Transamerica makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now.

## How to connect Transamerica

Connection method: OAuth on Transamerica's website. Follow the steps below to add the account.

1.  Choose Transamerica in Wealthfolio Connect and open SnapTrade's secure connection window.
    
2.  Follow the redirect to Transamerica's website and sign in there.
    
3.  Review the eligible accounts and read-only access requested for portfolio synchronization.
    
4.  Approve the connection, return to Wealthfolio, and review your accounts.
    

[Learn about Wealthfolio Connect](https://wealthfolio.app/connect/)

## Your account stays under your control

### Read-only access

The connection can retrieve account data. It cannot place trades or move money.

### Your sign-in

With OAuth, you enter your Transamerica username and password only on Transamerica's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.

### Your Wealthfolio data

Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.

## Frequently asked questions

### How much Transamerica activity can Wealthfolio sync?

Up to two years may be available, including buys, sells, deposits, and withdrawals.

### Does Wealthfolio get my Transamerica password?

No. You sign in on Transamerica's website and approve read-only access. You can disconnect later to stop future updates.

## Other ways to add or complete your data

Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.

[Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/)

## Also supported

### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/)

Portfolio tracker

### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/)

Portfolio tracker

### [Chase](https://wealthfolio.app/portfolio-tracker/chase/)

Portfolio tracker

## Ready to connect Transamerica?

[Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Transamerica and its associated trademarks are the property of their respective owners.