About this institution

The Standard is a financial services company offering group insurance, retirement plans, and individual insurance and financial planning products. Many people hold a workplace retirement account there, often managed separately from their other savings. By connecting The Standard to Truthifi, you let us read your plan balances, holdings, and contribution activity in read-only mode, without storing your credentials. Viewing that retirement money next to your brokerage, bank, and other accounts shows your real asset allocation, makes overlapping investments easier to spot, and keeps your long-term savings in context.

Preferred aggregator:

Yodlee