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.
ADP Run Payroll
ADP Workforce Now
Amegy Bank Mortgage
American Express Personal Savings
Boeing Employee's Credit Union
Fifth Third Bank
First Bank Mortgage
First Republic Bank
Merrill Lynch Wealth Management
Morgan Stanley Wealth Management
Mr. Cooper Mortgage
Navy Federal Credit Union
Northwestern Mutual Investments
Oppenheimer Wealth Management
RBC Bank Mortgage
UBS Wealth Management
UMB Bank HSA
Union Home Mortgage
United Wholesale Mortgage
US Bank Home Mortgage
Wells Fargo Advisors
Wells Fargo Mortgage
Smart Links institutions - List of supported Smart Links updated
Article updated: 02/10/2023
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