Smart links institutions

This is the complete list of institutions with which TaxCaddy can connect to get your client's tax documents.
A
ADP iPayStatements
ADP Portal
ADP Run Payroll
ADP TotalSource
ADP Workforce Now
Ally Bank
Amegy Bank Mortgage
American Express Personal Savings
American Funds
Ameriprise Financial
B
Betterment
Boeing Employee's Credit Union
C
CENLAR Mortgage
Charles Schwab
Citibank
Citizens Bank
D
Discover Bank
E
e*Trade
Edward Jones
F
Fidelity
Fifth Third Bank
First Bank Mortgage
First Republic Bank
K
KeyBank
L
LPL Financial
M
Merrill Lynch Wealth Management
Morgan Stanley Wealth Management
Mr. Cooper Mortgage
N
Navient
Navy Federal Credit Union
Northwestern Mutual Investments
O
Oppenheimer Wealth Management
Optum Bank
P
Paychex Flex
PNC
Q
Quicken Loans
R
Raymond James
RBC Bank Mortgage
Ruoff Mortgage
S
SWBC Mortgage
T
TDAmeritrade
TDAmeritrade Institutional
TIAA-CREF
U
UBS Wealth Management
UMB Bank HSA
Union Home Mortgage
United Wholesale Mortgage
USAA
V
Vanguard
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