Which institutions can my clients link to their TaxCaddy accounts?

A.

Acorns
Acura Financial Services
ADP iPayStatements
ADP Payroll Workcenter
ADP Portal
ADP Run Payroll
ADP Workforce Now
AimLoan Mortgage
AllianceBernstein Investments
Alliant Credit Union
Allstate Financial
Ally Auto
Ally Bank
American Education Services (AES)
American Express
American Express Personal Savings
American Funds
American Funds Retirement
Ameriprise Financial
Amerisave Mortgage
Arvest Mortgage
Ascentis
Astoria Federal Savings Mortgage
Audi Financial Services


B.

Bank Leumi USA
Bank of Albuquerque
Bank of America
Bank of Arizona
Bank of Arkansas
Bank of Colorado Business
Bank of Hawaii Mortgage
Bank of Kansas City
Bank of Oklahoma
Bank of Stockton
Bank of Texas
Bank of the West
Barclay Cards
Barclays Online Banking
BB&T
BBVA Compass
Betterment
BMO Harris Bank
BMW Financial Services
Boeing Employee’s Credit Union
Boston Private
Bryn Mawr Trust


C.

Cal HFA Mortgage
Cambridge Investment
CapitalOne 360
CapitalOne Bank
CapitalOne Credit Cards
CapitalOne GM Card
CapitalOne Mortgage
CapitalOne Sharebuilder
Cardinal Financial Mortgage
CarMax
CCO Mortgage
CENLAR Mortgage
Central Mortgage
Centris FCU Mortgage
Charles Schwab
Chase
Chelsea State Bank
Citi Wealth Management
Citibank
CitiBusiness Payroll
Citicards
CitiMortgage
Citizens Bank
Citizens Investment
Citizens Mortgage
City National Bank
City of Los Angeles Retirement
City of Mesa Retirement
Coastal Federal Credit Union
College Choice Advisors 529
College Choice Direct
College Invest Direct
College Save 529
College Saving Iowa
Colorado State Bank and Trust
Comerica Bank
Comerica Bank Credit Cards
Comerica Bank Mortgage
Commerce Bank
Commerce Bank Commercial Cards
Commerce Brokerage
Commerce Mortgage
County of Los Angeles Retirement
County of Milwaukee Retirement
Cross Country Mortgage


D.

DFAS MyPay
Digital Federal Credit Union
Discover
Discover Bank
Ditech Mortgage
Dovenmuehle Mortgage


E.

e*Trade
EastWest Bank Mortgage
Edward Jones
Edward Jones Credit Cards
Elan Financial Credit Cards
Empower Retirement
Everbank
Evolve Mortgage


F.

FedLoan Servicing
FIA Card Services
Fidelity
Fifth Third Bank
Fifth Third Bank Retirement
Fifth Third Securities
First County Bank
First County Bank Business
First Hawaiian Bank
First Merit Business
First National
First Republic Bank
First Tech Federal Credit Union
First United Bank Mortgage
FirstBank
Flagstar Bank
Flagstar Business
Flagstar My Loans
FNB Bellville
Ford Credit
Franklin Templeton Investments
Freedom Mortgage
Front Range Bank
Frost Brokerage


G.

Georgia’s Own CU
GM Financial
GMFS Mortgage
Goldman Sachs Wealth Management
Great Lakes Student Loans
Great West Retirement Services
Guaranteed Rate Mortgage
Guaranty Bank and Trust
Guaranty Loans
Guidance Residential Mortgage
Gusto


H.

H&R Block
Hancock Investments
Happy State Bank
HI 529
HomeStreet Bank Mortgage
Honda Financial
HSA Bank
HSBC AccountCentral Credit Card
HSBC Bank
Huntington Bank
Huntington Bank Mortgage
Huntington Retirement
Hyundai Motor Finance


I.

Ideal 529
IndyMacMortgage
Infiniti Financial Services
Inova Payroll
Intuit Paycheck Records
IntuitViewMyPaycheck


J.

John Hancock NY Pensions
John Hancock Pensions
JP Morgan
JP Morgan Asset Management


K.

KeyBank
Kia Motors Finance


L.

LaSalle St Securities
Learning Quest 529
LendingClub
Lexus Financial Services
Liberty Mutual
Lincoln Financial Advisors
Lincoln Financial Securities


M.

M&T Bank
M&T Bank Mortgage
Mass SMART Retirement
MassMutual Retirement
Mechanics Bank
Mercedes-Benz Financial Services
Merrick Bank
Merrill Lynch Wealth Management
Mesirow Financial
MESP
Metlife Mortgage
MetLife Retirement
Metlife Securities
Michigan Mutual Mortgage
Middlesex Savings Bank
Mini Financial
Missouri Most 529
MML Investors
Mohela
Montana Saves 529
Morgan Stanley Wealth Management
myStreetScape


N.

National Securities
Nationstar Mortgage
Navient
Navy Federal Credit Union
NCSECU
Nelnet
New American Funding
Nicolet Bank
Nissan Motor Finance
Northern Trust
Northern Trust Credit Cards
Northwestern Mutual Investments
NYC DCP Retirement
NYLife Securities
NY’s 529 Direct


O.

Ocwen Mortgage
Ohio College Advantage 529
Oppenheimer Wealth Management
OptionsXpress
Optum Bank
Opus Bank Business


P.

PA 529 College Savings
Park Avenue Securities
Paychex
Paychex eServices
Paycom
Paycor
PayPal
PayPal Credit
Penn State Hershey Retirement
PennyMac Mortgage
Pentagon Federal Credit Union
PHH Mortgage
Pinnacle Bank Business
Pinnacle Bank SC
PNC
PNC Mortgage
Principal Financial Personal
Prosperity Bank TX
Provident Funding
Prudential Brokerage
Prudential Retirement


Q.

Quicken Loans
QuickenLoans SchwabBank


R.

Raymond James
Regions Bank
Rhode Island Housing Mortgage


S.

Sallie Mae Student Loans
Santander Bank
ScholarShare
Schwab Retirement
Scottrade
SECUMD
SECUMD Business
Seneca Mortgage
Siebert
Silicon Valley Bank
Simple
Smart 529
SoFi Mohela
SSgA Upromise 529
State Farm Bank
State of Florida Retirement
State of Mississippi Retirement
State of South Carolina Retirement
Suntrust Bank
Suntrust Investment
Suntrust Mortgage
Suntrust Online Cash Manager
Suntrust Retirement
Sure Payroll
Synchrony Bank


T.

T. Rowe Price Investment
T. Rowe Price Retirement
TD Bank
TD Bank Business Direct
TD Bank Credit Card
TDAmeritrade
TDAmeritrade Institutional
TDWealthManagement
The Gift Plan
TIAA-CREF
Tower Federal Credit Union
Toyota Financial Services
Trinet
TurboTax


U.

UBS Wealth Management
UBT Mortgage
Ultipro
UMB Bank HSA
Union Banc Investment
Union Bank
Unitus CCU
US Bank Home Mortgage
USAA
USBank
USBank Access Online
USD Payroll


V.

Valic Financial
Vanguard
Vanguard Institutional
Virgin America Credit Card
Volvo Financial
Voya Financial
Voya Retirement
VW Credit


W.

Washington State Employees Credit Union
Wealthfront
Wells ASC Mortgage
Wells Fargo
Wells Fargo Advisors
Wells Fargo Dealer Services
Wells Fargo Mortgage


Z.

Zions Bank
Zions Bank Business


#.

 

360 Mortgage