Ameritas Retirement Plans
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Connect Ameritas Retirement Plans to your favorite budgeting tools

Automatically sync your Ameritas Retirement Plans transactions and balances. Set up in minutes with secure open banking connection.

1. Connect Ameritas Retirement Plans

Securely connect using open banking. Your credentials are never stored.

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2. Choose your destination

Send your data to your favorite budgeting tools for tracking and custom analytics

3. Automatic daily updates

Your transactions and balances are automatically synced every day

Pricing

Save hours of data entry. Monthly plans start at 4 connections, yearly at 2 (for a limited time).

How many bank connections?

2

Minimum 2 connections for yearly plan

£2.50

per month (billed yearly)

£29.99 billed annually

Questions?

Frequently Asked Questions

Ready to connect Ameritas Retirement Plans?

Start your 7-day free trial, and get started in minutes.

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