Smart Links institutions

This is the complete list of institutions with which TaxCaddy can connect to gather your tax documents. See Adding Smart Links (document retrieval accounts) to get started.

Update February 10, 2023:
List of Smart Links institutions has been updated. New users will not be able to find or connect to removed institutions that were previously available. Existing connections will remain connected as long as you do not delete the connection. If you remove an existing Smart Link connection with an institution that is no longer supported then you will not be able to re-add it, since it is no longer available.

If a Smart Link is no longer supported then we recommend logging into your financial institution's website and downloading the tax documents and uploading them to TaxCaddy.
Click here to learn more about uploading documents to TaxCaddy.

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

US Bank Home Mortgage

USAA

USBank

V

Vanguard

W

Wells Fargo

Wells Fargo Advisors

Wells Fargo Mortgage