What is an aggregator?

An aggregator is a service that gathers information from multiple sources and displays it in one location. Examples include CashEdge, Personal Capital, and Mint. You can grant aggregators access to financial information found, for example, in your bank, credit card, and 529 accounts. Aggregators will then collect the information to which you have granted them access and allow you to view it on their respective websites.

Aggregators require you to provide them with your login and password information so that they can collect your financial information. This can create significant security risks.

The PA 529 College Savings Program allows you to provide aggregators a unique username and password different than the login information that you use to access your online account.

To establish access for an aggregator, follow these steps:

  1. Log in to your account here.
  2. Select “Profile & Documents”
  3. Select “Password & Security Features”
  4. Under “Manage Financial Aggregator Access,” select “Edit”
  5. Create password and copy new aggregator URL for your PA 529 account.
  6. Visit your aggregation service provider to provide the new URL and login credentials so that the aggregator can continue to access your PA 529 account

Related Topics

The Pennsylvania 529 College Savings Program sponsors two plans-the Guaranteed Savings Plan (GSP) and the Investment Plan (IP). The guarantee of the PA 529 Guaranteed Savings Plan is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency. Before investing in either plan, please carefully read that plan's disclosure to learn more about that plan including investment objectives, risks, fees, and tax implications.