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.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
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.
What syncs from Transamerica
- Available data
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- 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.
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Choose Transamerica in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to Transamerica's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your accounts.
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 importAlso supported
Ready to connect Transamerica?
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