About this institution

Ascensus is a retirement and college savings plan administrator, managing 529 plans, IRAs, and employer-sponsored retirement accounts for millions of Americans. Because Ascensus works behind the scenes for many plans, your account may carry a state or employer plan name rather than the Ascensus brand. Connecting through Truthifi gives you read-only access to your balances, fund holdings, and contribution history. Seeing these long-horizon accounts next to your brokerage, bank, and other retirement assets helps you check overall allocation, follow progress toward education or retirement goals, and spot fund fees that are easy to overlook.

Preferred aggregator:

Yodlee