Financial institutions that are supported for Import Client Data From Online Accounts

This article lists which financial institutions are supported for importing Form 1099 data using the Import Client Data From Online Accounts feature in Lacerte and ProSeries.

The listed institutions below support the following documents:

• 1099-INT
• 1099-B
• 1099-DIV
• 1099-OID
• 1099-R
• 1098
• 1099-MISC

In general, if a document is in the select-list that shows up in Lacerte or ProSeries, it's supported.

For tax year 2023 and prior

For tax year 2023 and prior, it's important to note that the following financial services aren't available for Import Client Data from Online Accounts Now:

• Fidelity Investments
• Goldman Sachs Private Wealth Management
• JP Morgan Chase & Co
• Charles Schwab
• Bank of America

However, they will still work if you use the Import Client Data from Online Accounts.

Supported financial institutions for downloading and importing 1099 data

This list is subject to change due to mergers, acquisitions, and changes at the institution. For the most up-to-date and complete information, we recommend referencing the list of financial institutions provided within the Import Client Data From Online Accounts feature.

Use CTRL + F (Windows) or Command + F (Mac OS) to locate a specifc financial institution.

• Abilene Teachers Federal Credit Union
• Acorns
• Alger Funds
• AllianceBerstein
• Ally Financial
• America Beacon Funds
• American First Credit Union (La Habra, CA)
• American Funds
• American Heritage Federal Credit Union (PA)
• Ameriprise Financial
• AMG Funds
• Apex Clearing Corp
• Ariel Mutual Funds
• Artisan Funds
• AssetMark Trust Company
• AXA Advisors, LLC
• Bank of America
• Bank of America Mortgage
• Baron Funds
• Bay Gulf Credit Union(Now MIDFLORIDA CU)
• BB&T Securities, LLC.
• Betterment
• BlackRock
• BNY Melton Wealth Management
• Boulder Municipal Employees FCU
• Capital Communications Federal Credit Union
• Capital One Investing
• Cenlar
• Charles Schwab & Co., Inc.
• Chase Bank
• Chase Investments
• Chase Mortgage
• Citibank Banking
• CitiBank Mortgage
• Columbia Threadneedle Investments
• Community Resource Credit Union
• Connex Credit Union
• COR Clearing
• Countrywide Home Loan (Now Bank of America)
• D.A. Davidson & Co.
• Davenport & Company LLC.
• David Learner Associates
• Davis Funds
• Delaware Investments Mutual Funds
• Delta Community Credit Union
• Deutsche Asset Management
• Discover Bank
• Dodge & Cox Funds
• Dort Federal Credit Union
• Dreyfus Funds
• DST Market Services
• E*TRADE Securities
• E1 Financial Credit Union
• Eagle Family of Funds
• Eastman Credit Union
• Eagle Family of Funds
• Eaton Vance Funds
• Educators Credit Union of Racine, WI
• Edward Jones
• ENT Federal Credit Union
• Everbank
• Federated Investors
• Fifth Third Bank
• First Clearing, LLC.
• First Community Credit Union (MO)
• First Eagle Funds
• First Financial FCU of Maryland
• First National Bank Fremont
• First National Bank of Kansas (Shawnee, KS)
• First National Bank of Omaha CC
• First National Bank Platte Valley
• First Tech Federal Credit Union
• First Southwest Company
• Flagstar Bank (MI) - Mortgage
• FOLIOfn Investments
• Frost Bank
• Gabelli Funds
• GainsKeeper
• Global Credit Union
• Great-West Retirement Services
• Green Tree Servicing (Now Ditech)
• Harbor Funds
• Hartford Funds
• Hilliard Lyons (JJB Hilliard, WL Lyons, LLC)
• Hilltop Securities Inc./Account Number
• Hilltop Securities Inc./ClientEXP Login
• Homestead funds
• Indymac Bank - My Mortgage
• Infinisource
• Invesco
• Investor360
• J.P Morgan Clearing Corp.
• J.P. Morgan Funds
• J.P. Morgan Private Banking
• J.P. Morgan Securities
• Janus
• JM Associates Federal Credit Union (FL)
• JP Morgan Chase Bank*
• JP Morgan Private Bank - Consolidated
• Kemba Credit Union (OH)
• Key Bank
• Kitsap Credit Union
• Landmark Credit Union (WI)
• Legg Mason Funds
• Lending Club
• Library of Congress Federal Credit Union
• Lincoln Investment Planning, Inc.
• LoanCare Servicing Center
• Logix Federal Credit Union (CA)
• Loomis Sayles Funds
• Lord Addett
• LPL Financial
• Mackenzie Investments - InvestorAccess
• Madison Funds
• MainStay
• Members 1st FCU (PA)
• Members Cooperative Credit Union
• Merrill Lynch
• Metropolitan West Funds
• MFS Investment Management
• MIDFLORIDA CU
• Morgan Stanley StockPlan Connect
• Morgan Stanley Wealth Management
• Morningstar Investment Services
• Motley Foll Funds
• National Financial
• Natixis Funds
• Navy Federal Credit Union
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• Northeast Credit Union (NH)
• NW Preferred Federal Credit Union
• Oakmark Funds
• Oppenheimer & Co. Inc.
• OppenheimerFunds Inc
• Pacific Resource Credit Union (now nuVision Federal Credit Union)
• Pacific Service Credit Union
• Pentagon Federal Credit Union
• Pershing Advisor Solutions
• PIMCO Funds (A, B, C shares)
• PIMCO Funds (Institutional)
• Pioneer Investments
• PNC Funds
• PNC Investments
• Power Financial Credit Union
• Presidential Bank
• Primerica Shareholder Services
• Principal Financial - Retirement
• Principal Funds
• Principal Securities, Inc. (brokerage only)
• Provident Funding
• Prudential Mutual Fund Services
• Putnam Investments
• Qforce
• Quicken Loans
• Raymond James
• Raymond James Bank
• RBC
• Robinhood
• Royce Funds
• RS Investments
• SAFE Credit Union
• SAG-AFTRA FCU
• Schedule K-1.com
• Scottrade, Inc.
• Select Funds
• Sentinel Investments
• Sharon Credit Union
• Shell New Orleans FCU Credit Card
• South Carolina FCU
• Stanford Federal Credit Union (CA)
• State Department Federal Credit Union
• State Employees CU of Maryland
• Sterne Agee
• Stifel
• StockCross Financial Service Inc.
• Strategic Partners - Financial Professionals
• SunTrust Bank (Personal Finance)
• SunTrust Investments Services
• T. Rowe Price Brokerage
• T. Rowe Price Mutual Fund Accounts
• TCW Alternative Funds
• TD Ameritrade
• Third Avenue Funds
• Thrient Mutual Funds
• TradeStation Securities
• Trading Direct, a division of York Securities,Inc.
• Tropical Financial Credit Union
• Trust Company of America
• Tweedy, Browne Fund Inc.
• U.S. Bancorp Investments, Inc.
• UBS Financial Services Inc.
• Universal 1 CU (OH)
• University Credit Union - Los Angeles, CA
• USAA (1099 Tax Statements)
• USAA Federal Savings Bank (Form 1098)
• USAlliance FCU
• Valor Credit Union
• Vanguard Group - Brokerage Account
• Vanguard Group - Mutual Funds Accounts
• Vantage West Credit Union
• Vermont Federal Credit Union
• Virtus Mutual Funds
• Visions FCU
• Voya Financial Annuities
• Waddell & Reed
• Wealthfront
• Weitz Funds
• Wells Fargo
• Wells Fargo Advisors
• Wells Fargo Funds
• Wells Fargo Private Bank
• Wescom Credit Union
• William Blair Funds
• WiseBanyan
• Xplore Federal Credit Union

Related topics

• Which Financial Institutions are Supported for Tax Import Scan Document?
• Importing financial institution data into Lacerte with Tax Import
• Importing financial institution data into ProSeries with Tax Import