OFX institutions

OFX Direct Connect Downloads are a quick, reliable, and secure means to get your transactions into the program.

Transaction Downloads

SEE Finance is able to connect to any institution that provides their customers with OFX Direct Connect downloads. You can also import files downloaded from any institution's website. Learn more about transaction downloads on the Transaction Downloads page. Review which institutions provide OFX Direct Connect downloads for their customers below.

OFX institutions list

If your institution is not on this list then you should be asking them why.

1NB - OK
1st Advantage Federal Credit Union
1st Capital Bank
1st Capital Bank Biz
1st Source Bank
4Front Credit Union
5 Star Bank
Abbott Laboratories ECU - ALEC
ABCO Federal Credit Union
Abington Bank
AccessBank Texas
ACU-America's Credit Union
Adams Community Bank
Addison Avenue Investment Svcs
Advantage FCU
AERO Federal Credit Union
Aerospace Federal Credit Union
Affiliated Bus
Affiliated Retail
Affinity Bank - ATL
Affinity Federal Credit Union
Air Academy FCU
Alabama Credit Union
Alerus Financial - Business
Alight Solutions
Allegacy Federal Credit Union
Alliance Bank - TX
Allied First Bank
AllSouth Federal Credit Union
Alma Exchange Bank & Trust
Alpine Bank
Alpine Capital Bank
AltaPacific Bank
Altoona First Savings Bank
Altra Federal Credit Union
Amegy Bank of Texas
Amerant Bank - Business
Amerant Investments Inc
America First Credit Union
American Bank & Trust Company Inc.
American Bank Business
American Broadcast EFCU
American BusBank
American Century Brokerage
American Century Investments
American Commerce BK
American Community Bank of IN
American Express
American Momentum Bank
American National Bank of TX
American National Bank-Danville
American National Bank, FL
American State Bank - TX
American State Bank of Grygla
AmeriCU Credit Union
Ameriprise Brokerage
Ameriprise MasterCard
Ameris Bank
Anahuac National Bank
Anderson Brothers Bank
Andover Bank-RO
Andrews FCU
Androscoggin Bank
Anytown Bank-CA
APCO Employees Credit Union
Apex Bank
Aquesta Bank
Arizona Federal Credit Union
Arizona Federal CU
Arkansas Best FCU
Arthur State Bank
Ascentra Credit Union
Ashland Credit Union
ASI Federal Credit Union
Aspire Financial
AT&T Universal Card
Athol Savings Bank
Atlanta Postal Credit Union
Atlantic Capital Bank
Atlantic Stewardship Bank
Atlantic Union Bank Business
Atlantic Union Bank Personal
Auburn Savings Bank, FSB
Axos Bank Business
Baker Boyer Bank - NetTeller
Baltic State Bank
Banc of America Invstmnt Svcs,Inc.
Banc of California
BancFirst Business
Banesco USA
Bangor Savings
Bank 34
Bank at United Commercial
Bank at United
Bank Independent
Bank Midwest, One Place
Bank of Akron Consumer
Bank of America
Bank of Central Florida
Bank of Charles Town
Bank of Colorado
Bank of Colorado Business
Bank of Dickson
Bank of Dudley
Bank of George
Bank of Herrin
Bank of Hope
Bank of Lindsay
Bank of Maple Plain
Bank of Marin
Bank of New Hampshire
Bank of San Antonio
Bank of Southern California
Bank of Southern California - Bus
Bank of Stockton
Bank of Tampa
Bank of the Bluegrass & Trust Co
Bank of the James - VA
Bank of the Sierra
Bank of The West
Bank of Utah
Bank of Versailles - MO
Bank of Winnfield & Trust Company
Bank One
Bank-Fund Staff FCU
Bankers Trust DM
BankFinancial BFS
BankPlus - Internet Banking
BankUnited Business
BankUnited, N.A.
Bankwell - Personal Online
Bankwell in Fairfield
Banner Bank Online
Bar Harbor Bank & Trust
Barrington Bank & Trust
Bath Savings Institution RO
Bay State Savings Bank
BayPort Credit Union
BBVA Asset Management
BBVA Investments
Beach Community Bank
Beacon Federal Credit Union
Bel Air Securities LLC
Benchmark Bank
Beneficial State Bank
Bennington State Bank, Kansas
Berkshire Bank
Bernstein Global Wealth Mgmt.
Bessemer TrustConnect
Beverly Bank & Trust
Beverly Cooperative Bank
Biddeford Savings Bank, ME
Bison State Bank
Black Hills Federal CU
Blue Foundry Bank
Blueharbor BankConnect
BMO Harris Bank - Private Bank
BMO Harris Financial Advisors, Inc
BNB Bank
BNC National Bank
BNY Mellon for former MEL - 3801
BNY Mellon for former MEL - 3804
BNY Mellon Securities Corp.
BNY Mellon Wealth Management
Bodcaw Bank
Boeing Employees' Credit Union
Boone Bank & Trust Co.
Bossier Federal CU
Boston Private Bank
Boulder Dam Credit Union
Brattleboro Savings
Brighton Bank
Brighton Bank - TN
Brinker Capital CORE and UMA
Bristol County Savings Bank
Brunswick Bank and Trust
Bryant Bank
Bryant Bank
Bryant State Bank
Bryn Mawr Trust Comm-CashMgt
Bryn Mawr Trust-Consumer-SB
BTH Bank, N.A.
Buckeye Community FCU
Bulldog Federal Credit Union
Burling Bank BO
Burling Bank RO
Busey Bank
C-Plant FCU
C&F Financial Corp
Cache Valley Bank
CAHP Credit Union
Cal-Com FCU
California Bank & Trust
Caltech Employees FCU
Cambridge Investment Research
Cambridge Savings Bank
Cambridge Savings Bank - MA
Cambridge Trust
Campus USA Credit Union
Canandaigua National Bank & Trust
Canyon Community Bus.
Canyon Community Per.
Capital Bank-Rockville MD-BO
Capital Group-American Funds
Capitol View Credit Union Des M
CapStar Bank
CardMember Services
Carolina Trust Bank-NC
Carrollton Bank
Casey County Bank
Cashmere Valley Bank
Castle Rock Bank
CBI Bank & Trust
CBPH Business
CBR Business
Cedar Falls Community CU
Cedar Rapids Bank & Trust Retail
Cedar Rapids Bank & Trust-Business
Centennial Bank-my100bank.com
CenterState Bank
Centier Bank
Centra Credit Union
Central Bank - KY Consumer
Central Bank & Trust
Central Bank Houston
Central Bank Jeff.Co KY Consumer
Central Bank MO - Business
Central Bank MO - Personal
Central Bank of Audrain Co-Bus
Central Bank of Audrain Co-Pers
Central Bank of Boone County-Bus
Central Bank of Boone County-Pers
Central Bank of Branson - Bus
Central Bank of Branson - Pers
Central Bank of Kansas City
Central Bank of Moberly - Business
Central Bank of Moberly - Personal
Central Bank of Oklahoma - Bus
Central Bank of Oklahoma - Pers
Central Bank of Sedalia - Business
Central Bank of Sedalia - Personal
Central Bank of St. Louis - Bus
Central Bank of St. Louis - Pers
Central Bank of the Midwest - Bus
Central Bank of the Midwest - Pers
Central Bank of the Ozarks - Bus
Central Bank of the Ozarks - Pers
Central Bank of Warrensburg - Bus
Central Bank of Warrensburg - Pers
Central Bank Utah
Central BOLO - Business
Central BOLO - Personal
Central Credit Union of FL
Central Maine Federal Credit Union
Central Missouri Community CU
Central National Bank-Waco
Central State Bank CSB
Central Valley Comm Bk R
Centric Bank
Centris Federal Credit Union
Century Next Bank
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Investment Services
Chain Bridge Bank
Chambers Bank - Retail
Chambers Bank-Business
Charles River Bank
Charles Schwab & Co., Inc.
Charles Schwab Bank, N.A.
Charlotte Metro Credit Union
Charter Bank-Eau Claire WI
Chase Investments
Chelsea Groton Bank
Chevron Federal Credit Union
ChoiceOne Bank
Christian Community Credit Union
CIT Bank NA OneWest Bank
Citi Cards
Citi Chairman Card
Citi Investments
Citi Personal Investments Int€™l
Citi Personal Wealth Management
Citi Private Bank
CitiBusiness Credit Cards
Citizens Bank - Mid-Atl Business
Citizens Bank - Mid-Atl Consumer
Citizens Bank - New Engl Business
Citizens Bank - New Engl Consumer
Citizens Bank & Trust MO
Citizens Bank & Trust Polk Co
Citizens Bank and Trust
Citizens Bank of Ada
Citizens Bank of Florida
Citizens Bank-Mid West Business
Citizens Bank-Mid West Consumer
Citizens Business Bank
Citizens Business Bank Retail
Citizens Federal Credit Union
Citizens Savings Bank
Citizens State Bank - Kingsland
Citizens State Bank - La Crosse
Citizens State Bank at Mohall
Citizens State Bank Norwood
Citizens State Bank of Lankin
Citizens State Bank, Luling
Citizens Tri-County Bank
Citizens Union Bank
City and County CU
City Bank
City National Bank of CA-Dir Con
City National Bank of Florida
City National Bank, Corsicana
Clearview FCU
Coastal Comm And Teachers CU
Coastal Community Bank
Coastal Heritage Bank
Coastal States Bank
Collinsville Bank
Colony Bank
Columbia Bank-WA - Business
Columbia Threadneedle Investments
Comerica Bank
Commencement Bank
Commerce Bank - MO, KS, IL
Commerce Natl Bank & Trust of FL
CommerceOne Bank
Commercial Bank of CA-Business
Commercial Bank of CA-Consumer
Commonwealth Bank and Trust Co Biz
Commonwealth Bank and Trust Co.
Communication FCU
Community Bank - Joseph OR
Community Bank NA
Community Bank of DuPage
Community Bank of Georgia
Community Bank of Lexington TN
Community Bank of Louisiana CeB
Community Bank of Pleasant Hill
Community Bank of Raymore MO
Community Bank of the South FL
Community Bank of Wichita
Community BT - Waterloo-Business
Community BT - Waterloo-Personal
Community Choice CU - Business
Community Choice CU - Consumer
Community Credit Union of FL
Community First Bank Heartland
Community First Bank SC Business
Community First Bank-WA Consumer
Community First CU - WI
Community Resource Bank
Community Savings Bank - OH
Community State Bank IA-Business
Community State Bank IA-Retail
Community Trust Credit Union
CommunityAmerica CU
CommunityBank of Texas NA
Compeer Financial
Congressional Bank - Bus.
Congressional Bank - Pers.
Congressional Federal Credit Union
ConnectOne Bank
Consolidated Community CU
Consumers Credit Union, MI
Consumers National Bank-Business
Converse County Bank,Douglas,WY
Cor Clearing LLC
Cornerstone Bank MA
Country Bank for Savings
Country Club Bank
Countryside Bank
Covenant Bank-PA
Credit Suisse Private Banking
Credit Union 1
Credit Union of Colorado
Credit Union of Texas
CRI Securities LLC
Cross Keys Bank
CrossFirst Bank - Consumer
Crystal Lake Bank & Trust
CUNA Brokerage Services, Inc
Currie State Bank, MN
Customers Bank BB
Cyprus Federal Credit Union
D.A. Davidson & Co.
Damariscotta Bank & Trust
Dawson Co-op CU
DCCU - DuPont Community CU - VA
Dearborn FSB
Dedham Savings
Deer Valley Credit Union
Deerwood Bank
Deerwood Bank Cash Manager
Del-One FCU
Delta Community Credit Union
Department of Commerce FCU
Desert Financial Credit Union
Deutsche Bank Alex. Brown
Devon Bank
Diamond Credit Union
Dime Bank
Discover Bank
Discover Card
Dogwood State Bank
DR Bank
DuGood FCU
DWS Funds
EagleBank - Personal
Earlham Savings Bank
East Cambridge Savings-Business
East Idaho Credit Union
East West Bank
Eastern Bank
Eastern CT Savings Bank
Eastman Credit Union
Educational Systems FCU
Educators CU
Edvest College Savings Plan
Edward Jones
El Paso Area Teachers Credit Union
Elevations Credit Union
Elkhorn Valley Bank - Consumer
Elm River CU
Emerald Bank, Kansas
Empire NB
Empire State Bank
Encore Bank
Endeavor Bank
EnerGComm FCU
Energy Capital CU
Enterprise Bank Omaha
Enterprise Engineering, Inc
Equitable Bank, NE
Equity Bank USA
Essential Federal Credit Union
Essex Bank
Essex Financial Services, Inc.
Essex Savings Bank
Evansville FCU - Indiana
Evansville Teachers FCU
Everett Co-operative Bank
Exchange Bank - Santa Rosa
F & A Federal Credit Union
F and M State Bank of Tolna ND
F&M Bank
Fairfield County Bank
Fairfield S&L Assoc. of Lancaster
Fairwinds Credit Union - Business
Fairwinds Credit Union
Family First of NY FCU
Fannin Bank
Fargo Public Schools FCU
Farmers & Merchants - Personal
Farmers & Merchants Bank
Farmers & Merchants Bank - VA
Farmers & Merchants Bank Long Bch
Farmers & Merchants Bank-Long Bch
Farmers & Merchants Bank-Spfld MN
Farmers & Merchants, Alpha, MN
Farmers and Miners Bank
Farmers Bank of Willards
Farmers Bank of Willards-Biz
Farmers National Bank RO
Farmers Savings Bank, Fostoria, IA
Farmers State Bank - Waterloo
Farmers State Bank of Hartland
Farmers State Bank, West Salem
Farmers State Bank, Yale, IA
FedChoice Federal Credit Union
Federal Employees of Chippewa Cn
Federation Bank
Fidelis Catholic FCU
Fidelity Bank - MA
Fidelity Bank Wichita
Fidelity Investments
Fidelity NetBenefits
Fiduciary Trust Co. International
Fifth Third Bank
Fifth Third Investment and Trust
Financial Security Bank
FineMark National Bank & Trust
Firefighters First CU
Firefly Credit Union
First & Farmers National Bank
First Advantage Bank TN
First Advantage Bank TN - Bus
First American Bank - Ca$hTrac
First American State Bank
First Bank - MS
First Bank - Sterling, KS
First Bank & Trust, Fullerton
First Bank of Alabama
First Bank of Owasso
First Bank- NJ BO
First Bank, OK
First Bankers Trust-Retail
First Business Bank
First Carolina Bank
First Central Savings Bank
First Chatham Bank
First Choice Bank-Business
First Citizens Bank IA
First Citizens Bank, Conn
First Citizens Federal CU
First Citrus Bank, Tampa, FL
First City Bank OH
First City Credit Union
First Clearing, LLC
First Colony Bank of Florida
First Command Financial Planning
First Commerce Credit Union
First Commercial Bank Jackson MS
First Commonwealth Bank
First Community Bank San Benito
First Community Bank San Benito bz
First Community Credit Union
First Community CU of Houston
First County Bank - CT
First Federal Bank
First Federal Community Bank
First Federal Dover
First Federal S & L of Delta
First Federal S&L Assoc Cen IL
First Federal S&L of Lorain
First Federal Savings Newark
First Federal Twin Falls ID
First Financial Bank IN
First Financial Bank OH
First Financial CU of NM
First Financial Northwest Bank
First Flight FCU
First Florida Integrity Bank
First Hawaiian Bank
First Hope Bank
First Horizon Bank
First Horizon-legacy Capital Bnk
First Internet Bank of Indiana
First Interstate-Wealth Management
First Merchants Business
First National Bank - Beloit
First National Bank Ames-Ankeny
First National Bank Chisholm
First National Bank in Hominy
First National Bank of Dublin
First National Bank of Gilbert
First National Bank of Pasco
First National Bank of South Miami
First National Bank Omaha
First National Bank, MN
First Natl Bank of Central TX
First Natl Bank of Moose Lake
First NaturalState Bank
First Northern Bank-PA
First Northern CU
First Ntnl Bank Long Island
First Piedmont
First Reliance Bank
First Republic - Digital Banking
First Republic Bank
First Republic Bank - Corporate
First Republic Securities Company
First Security Bank, Searcy AR
First Southern State Bank
First State Bank - Lynnville
First State Bank of Blakely
First State Bank-Michigan Bus
First State Bank, IA
First State Bank, Louise
First State Community Bank
First Tech Federal Credit Union
First United Bank & Trust
First US Bank
First USA
First Volunteer Bank
FirstBank of Colorado
FirstBank Texas
FirstLight FCU
Firstrust Bank
FivePoint Credit Union - TX
Flagstar Bank
Fleetwood Bank
Flint Community Bank
Florence Bank
Florida Business Bank
Florida State University CU
Florida West Coast CU
FloridaCentral CU
FMS Bank
FNB Bank
FNB Clarksdale
FNB Pandora
FNB South GA
FNB USA Business
FNB USA Retail
FNB Weatherford Busines
FNBC Bank Bus
Forcht Bank - RO
Fort Sill FCU
Fort Worth Community CU
Fortera Federal Credit Union
Fortis Private Bank
Forward Financial Bank
Foundation Bank OH
Fowler State Bank Colorado
Franklin First FCU
Franklin Synergy Bank
Franklin Templeton Investments
Freedom 1st CU - Dayton OH
Freedom Bank IN
Freedom Bank of Virginia
Freedom Bank, FL
Freedom Community Credit Union
Freedom Credit Union - MA
Freedom National Bank
Fremont Bank
Frontier Bank of Texas
FSC eQuipt Securities-Persh Accts
FSC Securities
Fulda Area CUFulda, MN
Fulton BankConnect
Fulton Financial Bank BOSS
GCS Credit Union
Geauga Savings Bank
General Electric Credit Union
Generations Bank, NE
Generations FCU
Genesee Regional Bank
Georgia Primary Bank
German American Bank
German American Business Online
GFA Federal Credit Union
Glacier Family of Banks
Golden Plains CU
Golden Valley Bank Retail
Goldman Sachs
Goose River Bank
Grand Bank-Tulsa OK
Granite Community Bank
Granite Mountain Bank
Great Basin FCU
Great River FCU
Greater Alliance FCU
Greater Texas Credit Union
Green Bank NA
Green Country FCU
Greeneville Federal Bank, FSB
Greenfield Banking Company
Greenfield Cooperative Bank
Greenwoods State Bank
Grinnell State Bank IA
Grove Bank & Trust
Guaranty Bank & Trust, N.A.
Guardian Bank
Guilford Savings Bank
Gulfside Bank
Hancock Whitney Bank
Hancock Whitney Bank Treasury
Happy State Bank Business
Happy State Bank Personal
HAR-CO Maryland FCU
Harbor Funds
HarborOne Bank
Haverhill Bank
Hawaii Community FCU
Hawaii National Bank
Hawaiian Tel FCU
HealthNet FCU
Heartland National Bank
Heritage Bank - Olympia, WA
Heritage Bank Inc. Business
Heritage Bank Nebraska
Heritage Bank TX Business
Heritage First Bank
HFS Federal Credit Union

Hilliard Lyons
Hills Bank and Trust
Hinsdale Bank & Trust
Holladay Bank & Trust
Holyoke CU
Home Loan State Bank
HomeStreet Bank
Hometown Bank MA
HomeTown Bank of Alabama
Hometown CUKulm, ND
Horizon Bank NE
Horizon Bank SSB
Horizon Credit Union
Horizon Financial Bank
Hughes FCU
Huntington National Bank
IBM Southeast ECU
Idaho Trust Bank Business
IH Mississippi Valley CU
Illinois National Bank
Independence Bank of Kentucky
Independence Bank RI
Independent Bank Group
Independent Bank, TN
Innovations FCU
Institution for Savings
Interactive Brokers LLC
Interior Federal Credit Union
International Bank of Amherst
International Finance Bank
InTouch Credit Union
Intracoastal Bank Business
Intrust Bank
Investors Bank
Investors Bank
Inwood National Bank
Iowa State Bank Clarksville
Island Federal Credit Union
IU Credit Union
J.P. Morgan
J.P. Morgan Clearing Corp.
J.P. Morgan Funds
J.P. Morgan Private Banking
J.P. Morgan Retirement Plan Svcs
J.P. Morgan Securities
Jackson County Bank- Business
Janney Montgomery Scott LLC
Jefferies & Company-Wealth Mgmt
Jefferson Bank - Business
Jefferson Bank - Personal
Jefferson Bank & Trust
Jefferson Security Bank
Jewett City Savings Bank
Johns Hopkins FCU
Johnson Bank
Jonesboro State Bank
Jovia Financial Credit Union
JPMorgan Chase Bank
Kaw Valley State Bank and Trust
Kearny Bank Business
KEMBA Financial CU
Kennebunk Savings
Kennebunk Savings Cash Mgmt
Keys FCU
Keystone Bank
Kinecta Federal Credit Union
Kirtland Federal Credit Union
Kitsap Credit Union
Knoxville TVA Emp CU
Ko’olau FCU
KS StateBank
L G & W Federal Credit Union
L.A. Police Federal Credit Union
L&N Federal Credit Union
Lake Community Bank - MN
Lake Forest Bank & Trust
Lake Trust CU
Landmark Community Bank-PA
Landmark CU
Las Colinas Federal CU
Lea County State Bank
LeadBank Bus
Ledyard National Bank
Lee County Bank and Trust, N.A.
Legacy Bank and Trust Company
Legacy CFCU
Legacy State Bank
LegacyTexas Bank
LegacyTexas Commercial Online
Legend Bank
Liberty Bank CT
Liberty Bay Credit Union
Liberty Bell Bank
Liberty Financial
Libertyville Bank & Trust
Lighthouse Bank
Limestone Bank
Litchfield Bancorp
Live Oak Bank
Local Government Federal CU
Logan County Bank
Lone Star Bank
Los Angeles Federal Credit Union
Louisiana USA FCU
Luana Savings Bank
LUSO Federal Credit Union
M&T Bank
M&T Securities, Inc.
Magnolia Bank KY
Magnolia State Bank
Main Bank
MainStreet Bank
Malvern Federal Savings Bank
Manufacturers Bank-IA
Maple City Savings Bank, FSB
MapleMark Bank
Marine Bank & Trust Company
Marion County Bank
Marshland Credit Union
Martha's Vineyard Savings Bank
Martin FCU
Mass Bay CU
MassMutual Trust Company
Matanuska Valley Federal CU
MBank Michigan
McHenry Savings
McHenry Savings Bank - BeB
Meadows Bank
Mechanics Bank
Mechanics Bank Business
Mechanics Bank CA
Mechanics Cooperative Bank
Mechanics Savings Bank - Retail
MECU Credit Union
Melrose Bank
Member One FCU
Members First CU
Members Plus CU
Merchants and Farmers Bank, MO
Merchants Bank of Commerce
Mercy-City-Lehigh FamilyMason C
Meredith Village Savings Bank
Merit Bank
Merit Bank Business
Meritrust Credit Union
Merrill Lynch Investments
Merrill Lynch Online Payment
Methuen Cooperative Bank
MetLife Retirement
Metro Bank
MFS Investment Management
Miami Firefighters Federal CU
Michigan Educational CU
Mid Hudson Valley FCU
Mid Oregon Federal Credit Union
Middletown Valley Bank
Midland States Bank IB
MidSouth Bank
MidWest America FCU
Midwest Bank Centre
Mifflinburg Bank & Trust
Mile High FCUButte, MT
Milford Federal Bank
Millbury National Bank
Minnco CU
Minnesota Valley Federal CU
Missoula FCU
Monroe Federal S&L
Monterey CU
Montgomery Bank
Morgan Stanley - Cash Management
Morgan Stanley Wealth Management
Mountain America CU
Mountain Commerce Bank
MountainOne Bank
Movement Bank
MSU Federal Credit Union
Municipal Employees CU of OKC
Mutual of Omaha Bank
Mutual Savings Bank
MutualOne Bank
MVB Bank
my529 - UESP
National Bank of Andrews
National Bank of Arizona
National Bank of Indianapolis
National Grand Bank
National Iron Bank
Naveo Credit Union
Navigant Credit Union
Navy Army Community CU
NBH Bank
Needham Bank Business
Needham Bank Consumer
Neighbors Credit Union
Net Bank
Neuberger Berman BD LLC
Nevada State Bank
New England FCU
New Haven Bank
New Republic Savings Bank
New Tripoli Bank
New Valley Bank & Trust
Newburyport 5Cents Sv Bank
Newtown Savings Bank
NEXT Financial Group, Inc
North Carolina Community FCU
North Country Savings Bank
North Dallas Bank & Trust Co.
North Easton Savings Bank
North Salem State Bank
North Shore Bank
North Star Community CU Cherokee
North State Bank
Northbrook Bank & Trust
NorthCountry FCU
Northeast Bank, Maine
Northeast Family FCU
Northern Bank & Trust Company
Northern Trust - Banking
Northern Trust - Investments
Northfield Bank, Staten Island
Northside Bank
NorthStar Bank - FL
Northstar Bank of Michigan
Northwest Community Bank
Northwestern Bank ROB
Northwestern Mutual Credit Union
Novation Credit Union
Oak Bank - WI
Oakmark Funds
Oakworth Capital Bank
Ocean State CU
OceanFirst Bank
Ohana Pacific Bank
Ohio Healthcare FCU
Ohio University CU
Oklahoma Capital Bank RO
Old Dominion National Bank BeB
Old Fort Banking Company
Old Missouri Bank Springfield
Old National
Old Plank Trail Community Bank
Old Second National Bank
Olmsted National Bank
One Nevada CU
OneAZ Credit Union
OnPoint Community CU
Ontario Shores FCU
Open Bank
Oppenheimer & Co. Inc.
optionsXpress, Inc
Opus Bank
Oregon Community Bank & Trust W
Oregon State Credit Union
Origin Bank
Otter Tail CU
Oxford Bank
Pacific Crest Banking
Pacific Crest Business Banking
Pacific Postal Credit Union
Pacific Premier Bank
Pacific Premier BeB
Pacific Western Bank
Palmetto Citizens FCU
Pan American Bank
Pantex Federal Credit Union
Park View FCU
Partner Colorado Credit Union
Partners 1st FCU
Partners Bank
Patelco Credit Union
Path2College 529 Plan
Patriot Community Bank
Payne County Bank
PCSB Bank Business
Peach State Bank
Pegasus Bank - Internet Banking
Pegasus Bank- Consumer
Pendleton Community Bank
People's Bank of Commerce
People's Credit Union
People's United Bank - CT
Peoples Bank of East Tennessee
Peoples Bank - Lyons
Peoples Bank MS
Peoples Bank NC
Peoples Community Bank-MO
Peoples Credit Union
Peoples First Savings Bank OH
Peoples Security Bank & Trust
Peoples State Bank & Trust
Peoples State Bank Albia
Peoples State Bank
PeoplesBank - Holyoke MA
Philadelphia Federal Credit Union
Picatinny Federal Credit Union
Piedmont Advantage Credit Union
Piermont Bank - NY - Business
Pigeon Falls State Bank
Pilgrim Bank - TX
Pilot Bank
Pilot Grove Savings Bank
Pine River State Bank
Pineland State Bank
Pinnacle Bank Nebraska
Pinnacle Bank Nebraska Business
Pinnacle Bank Texas
Pinnacle Bank Texas Business
Pinnacle Bank Wyoming
Pinnacle Bank Wyoming Business
Pinnacle Bank, GA
Pinnacle Financial Partners
Pioneer Commercial Bank
Pioneer Federal Credit Union
Pioneer Savings Bank
Pioneer Trust Bank Personal
Plains Commerce Bank Retail
Plaza Park Bank
PNC Bank
PNC Investments
PNC Wealth Mgmt Trust
Point Breeze Credit Union
Polish & Slavic FCU
Polish National Credit Union
Port Richmond Savings
Power Financial Credit Union
Premier America CU
Premier Bank Maplewood
Premier Bank Minnesota
Premier Bank Rochester
Presidential Bank, FSB
Presidio Pers & Small Bus
Prestige Community - CU
Prime Bank, Edmond, OK
Prime Meridian Bank
PrimeSouth Bank Tallassee, AL
PrimeWay Federal Credit Union
Principal Funds
Professional Bank FL
Profinium Inc.
Progress Bank - BeB
Progress Bank
Prosperity Bank
Prosperity Bank
Prosperity Bank Treasury
Providence Bank
Providence Bank of Texas
Provident Bank NJ-Business
Prudential Retirement - 401k/403b/457
Putnam Bank
Quad City Bank & Trust Business
Quad City Bank & Trust Retail
Qualstar Credit Union
Queensborough NB&T
Quicken Credit Card - US Bank
Quincy Credit Union
R Bank
RAA eQuiptRoyalAlliance-Persh Acct
Rabobank N.A.
Raritan Bay FCU
Raymond James & Associates
Rayne State Bank Business
RBC Wealth Management
Reading Cooperative Bank
Red Canoe Credit Union
Redstone Federal Credit Union
Regions Bank
Regions Wealth Platform Online
Reliance Bank Business
Reliance State Bank
Reliant Community Federal CU
Relyance Bank, N.A.
Renasant Direct Connect
Republic Bank - FRBK
Republic Bank & Trust - Bus
Republic Bank & Trust - Personal
Republic Bank of Arizona
Retirement Access - Employee
Richland FCU
Rivertown Community FCU
Riverview Community Bank WA
Riverwind Bank
RiverWorks Credit Union
Robert W. Baird & Co.
Rock Canyon Bank Utah
Rockford Bank & Trust Retail
Rockford Bank and Trust Business
Rockland Trust
Rocky Mountain Bank-Wyoming
Rogue CU
Rosedale Federal S & L
Royal Alliance
Rumson-Fair Haven Bank & Trust
S&T Bank
Sabal Palm Bank
SAFE Credit Union
SAFE Federal Credit Union
Safeway FCU
Saints Avenue Bank
Salem Five Bank
Salisbury Bank
Santa Cruz County Bank - Pers
Saturna Brokerage Services
Savings Bank of Danbury
Savoy Bank
SC TELCO Federal Credit Union
Schaumburg Bank & Trust Company
Schertz Bank & Trust Business
ScholarShare College Savings Plan
Schools Financial CU
Schwab Retirement Plan Services
Seacoast National Bank
Sears Card
Seattle Bank
Seattle Bank-Biz
Securian Financial Services, Inc.
Security Bank of Crawford
Security Federal Savings Bank - AL
Security State Bank - Marine
SEI - AccessMyPortfolio.com
Select Bank & Trust
Senath State Bank Senath, MO
SENB Business
SENB Consumer
Sentinel Securities, Inc.
Service Credit Union
Service First Federal Credit Union
ServisFirst Bank
ServU CU
Severn Savings Bank
SFC Bank - Business
SFC Bank - Retail
Share Advantage CU Duluth, MN
Shareholders Service Group, Inc.
Sharonview Federal CU
Sierra Central Credit Union
Sikorsky Credit Union
Silver State Schools Credit Union
Simmons Bank
Siouxland Federal Credit Union
Skyline National Bank - Retail
Small Business Bank
SMW 104 FCU San Leandro, CA
SMW Financial Credit Union
Sound Credit Union
South Coast Bank and Trust
South Shore Savings Bank
South State Bank
Southeastern Credit Union
Southern Bancorp
Southern First Bank -Business
Southern Michigan Bank & Trust
Southern States Bank
SouthPoint FCU
Southwest Bank
Southwest Georgia Bank
Spectrum Credit Union
SPF eQuipt SagePoint-Persh Accts
Spokane City CU
Spring Bank
Spring Hill State Bank, Longview
Square 1 Bank
SRP Federal Credit Union
SSB Bank Business
SSB Community Bank
St Charles Bank & Trust Company
St Paul Federal Credit Union
St. Louis Bank
St. Mary's Credit Union
Standard Register FCU
Stanley Bank
Star One Credit Union
State Bank & Trust - Nevada, IA
State Bank & Trust Kenmare
State Bank of Arizona
State Bank of Downs
State Bank of New Richland
State Bank of Southern Utah
State Bank of Table Rock
State Bank of the Lakes
State Employees Credit Union - NC
Stephens Inc.
Sterling Bank & Trust, FSB
Sterling National Bank Business
Sterling National Bank Personal
Stifel Bank
Stifel Nicolaus
Stockcross Financial Services
Stockmans Bank
Stockmans Bank Business
Stone Bank
Studio Bank
Suffolk Federal
Summit Community Bank WV
Summit State Bank
Summit State Bank BEB
Sun East Federal Credit Union
Suncoast Credit Union
Sunflower Bank, N.A.
SunTrust Bank
Surrey Bank and Trust
SVB Private Bank
Synergy FCU
Synovus Business
T Bank Business
T Bank
T. Rowe Price
T. Rowe Price Brokerage
T. Rowe Price Retirement Plans
Tandem Bank
TD Ameritrade
TD Bank
Technology Credit Union
Tenessee Bank & Trust RO
Tennessee Bank & Trust Personal
Texas Bank
Texas Citizens Bank, Pasadena
Texas Hill Country Bank
Texas Security Bank
Texas Security Bank-Biz
Texas State Bank of San Angelo
Texas Tech Federal Credit Union
The Bank of Austin
The Bank of Greene County
The Bank of Princeton
The Berkshire Bank
The Citizens Bank of Winfield
The Citizens State Bank of Ouray
The Commercial Bank
The Cooperative Bank
The Dart Bank
The Fahey Banking Company
The Farmers and Merchants Bank OH
The Farmers Bank
The Fauquier Bank
The First Bank of Greenwich
The First National Bank of Milaca
The First National Bank of Odon
The First National Bank Of Sedan
The Geo. D. Warthen Bank
The Golden 1 Credit Union
The Investment Center
The Juniata Valley Bank
The Morris County National Bank
The National Bank of Malvern
The Peoples Community Bank
The Peoples Federal Credit Union
The Peoples Savings and Loan, OH
The Provident Bank MA_NH
The Security State Bank
The Shelby State Bank
The Tipton Latham Bank N.A.
The Victory Bank
The Village Bank
The Washington Trust Company
TheBANK of Edwardsville-IL
Think Bank
Third Coast Bank SSB
Thomaston Savings Bank
Thrivent Federal Credit Union
TIAA-CREF Brokerage Services
Timberland Bank
Timberline Bank - Business
Tompkins Bank of Castile
Tompkins Mahopac Bank
Tompkins Trust Company - NY
Tompkins VIST Bank
Torrington Savings Bank
Tower Federal Credit Union
Town Bank
TowneBank VA Personal & Biz
Tradesmen Community CU Des Moines
Tradition Capital Bank
Treasury Dept FCU
Tri County Area FCU
Triad Banking
True Sky Credit Union
TruGrocer Federal Credit Union
Truity Credit Union
Truliant FCU
Truliant Federal Credit Union
TruWest Credit Union
Tulsa Federal Credit Union
U.S. Bank
UBS Financial Services Inc.
Ukrainian FCU
Ukrainian Selfreliance FCU PHILA
Ulster Savings Bank
UMB Bank
UNI CU Cedar Falls, IA
Union Bank
Union Bank NC
Union State Bank - Fargo
Union State Bank, Everest
United Bank -
United Bank & Trust-Marshalltown
United Educators Credit Union
United Teletech Financial
Unity One Credit Union
Universal 1 CU
University Credit Union - L.A.,CA
University Credit Union Miami
University FCU
University of IL CU
Univest Bank & Trust Co
USAA Federal Savings Bank
USAA Investment Management Co.
USAgencies Credit Union
USE Credit Union
UW Credit Union
Valley Central Bank
Valley Isle Community Federal CU
Valley Star CU
Vectra Bank of Colorado
Veritex Community Bank Dallas TX
Vibe Credit Union
Victory State Bank NY
Village Bank & Trust
Virginia CU
Voya Financial Advisors, Inc.
Voya Institutional Plan Services
VyStar Credit Union
Waddell & Reed - Ivy Funds
Wakefield Co-operative Bank
Wallkill Valley Federal S&L
WaMu Investments, Inc.
Washington Trust Bank
Washington Trust Bank-TotalWealth
Watermark Bank
Wauna Federal CU
Waycross Bank & Trust
Wealthscape Investor
Webster Five Business
Webster Five Consumer
Wellesley Bank
Wells Fargo Advisors
Wells Fargo Bank
Wells Fargo Funds
Wells Fargo Trust-Investment Mgt
Wenona State Bank
Wesbanco Bank, Inc.
West End Bank
West Michigan Community Bank
West Shore Bank
Westamerica Bank
Western Alliance Bank
Western Bank - Lordsburg, NM
Westfield Bank FSB
WFS eQuipt Woodbury-Persh Accts
Wheatland Bank WA
Wheatland Bank WA Premier
Wheaton Bank & Trust
White Eagle CU
Widget Financial
Winchester Cooperative Bank
Winchester Savings Bank
Winslow, Evans and Crocker, Inc
Winston Salem FCU
Winter Park National Bank
Wintrust Bank
Woodford State Bank
Woodford State Bank Bus
Wright-Patt Credit Union
Wyo Central FCU
Wyoming Community Bank
Xceed Financial Credit Union
Yampa Valley Bank - Consumer
Z-Client Service Center-MSWM
Zions First National Bank