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

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Frequently Asked Questions

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