About This Integration

Want to track your Transamerica investments, manage your portfolio, or analyze your account data using a 3rd-party trading tool? App developers use SnapTrade to connect to Transamerica alongside many of the world’s leading brokerages through one seamless integration. With SnapTrade, linking your brokerage account to fintech apps is both secure and effortless, ensuring your data is safeguarded by bank-level encryption while you remain in complete control.

How to Connect to Transamerica

Once you enter the SnapTrade connection portal, follow these steps to link your Transamerica account:

Step 1 - Accept SnapTrade’s Terms and Conditions – This is required only the first time you connect an account

Step 2 - Click “Continue” – You’ll be redirected to Transamerica's website to start the authentication process

Step 3 - Log in to Your Transamerica Account – Use your credentials on Transamerica's secure website

Step 4 - Agree to the Transamerica Access User Agreement – Review and accept the terms to proceed

Is It Safe to Connect My Transamerica Account?

At SnapTrade, protecting your data is our top priority. We follow the highest security standards and are SOC 2 Type 2 compliant, ensuring your information is secure, private, and fully under your control. Here’s what that means for you:

• Bank-Level Encryption – Your data is secured with robust encryption and authentication protocols.
• Full User Control – Disconnect your account from any app at any time, whenever you choose.
• Read-Only OAuth access - Your credentials aren’t shared with us or any app

Frequently Asked Questions

Does Transamerica have a developer API?
Yes, Transamerica offers an API that SnapTrade uses to provide the integration.

Does the Transamerica API support trading?
No, this integration does not support placing trades.

How can I remove my account from an app?
You can disconnect your account at any time directly within the app you’re using.

Status

Alpha: Early access support with limited validation. Expect issues and incomplete functionality.