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:
- Log in to your account here.
- Select “Profile & Documents”
- Select “Password & Security Features”
- Under “Manage Financial Aggregator Access,” select “Edit”
- Create password and copy new aggregator URL for your PA 529 account.
- 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
- What are qualified education expenses?
- Do I have to use my savings at a Pennsylvania college or university?
- What are eligible educational institutions?
- Can I access my account for purposes other than paying for higher education (non-qualified withdrawals)?
- What happens if my child does not attend college?
- Who can access my account?
- When I send mail regarding my account, it goes to Massachusetts, not Pennsylvania. Wouldn't it be more direct to send it in-state?
- What is an aggregator?
- What is two-factor authentication?