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FINANCIAL INSTITUTIONS
SERVING
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CLIENTS
Utluna provides a seamless integration to most global financial institutions and to many price source providers, so that you no longer act on little or no data. Save time and make better-informed investment decisions!
When a direct integration is not available, e.g. for non-bankable assets, your transaction history can be uploaded with CSV files or manually. Alternatively, fill out the form below to let us know what financial institution you would like Utluna to integrate next.
When a direct integration is not available, e.g. for non-bankable assets, your transaction history can be uploaded with CSV files or manually. Alternatively, fill out the form below to let us know what financial institution you would like Utluna to integrate next.
Integrated financial institutions
Global
Charles Schwab
Fidelity International
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
Morgan Stanley - ClientServ
Fidelity International
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
Morgan Stanley - ClientServ
US
Ally Financial - Banking
America First Credit Union
American Equity Interactive Agent
American Funds - Financial Advisors
Ameriprise Financial
Aspiration Partners
BB&T Bank
Betterment
Boeing Employees Credit Union
Charles Schwab
Chase
Citibank
Digital Federal Credit Union
E*TRADE
Edward Jones - U.S. Clients Access*
Fidelity
Fifth Third Bank - Online Banking
First Republic Bank
Huntington Bank
JPMorgan Private Bank - Investments
Key Bank
Merrill Edge
Merrill Lynch
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Schools First FCU
SoFi
Stash Invest
State Employees Credit Union
Stifel Nicolaus
SunTrust
Swell Investing
TastyWorks
TD Ameritrade
UBS (US)
US Bank
UW Credit Union
Vanguard
Voya Financial - Professionals
Wealthfront
Wells Fargo Advisors
America First Credit Union
American Equity Interactive Agent
American Funds - Financial Advisors
Ameriprise Financial
Aspiration Partners
BB&T Bank
Betterment
Boeing Employees Credit Union
Charles Schwab
Chase
Citibank
Digital Federal Credit Union
E*TRADE
Edward Jones - U.S. Clients Access*
Fidelity
Fifth Third Bank - Online Banking
First Republic Bank
Huntington Bank
JPMorgan Private Bank - Investments
Key Bank
Merrill Edge
Merrill Lynch
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Schools First FCU
SoFi
Stash Invest
State Employees Credit Union
Stifel Nicolaus
SunTrust
Swell Investing
TastyWorks
TD Ameritrade
UBS (US)
US Bank
UW Credit Union
Vanguard
Voya Financial - Professionals
Wealthfront
Wells Fargo Advisors
Europe
Aegon - Online Services
AJ Bell
Aviva
Bank of Scotland
Barclaycard UK
Barclays - Online Banking (UK)
Citibank EU
Computershare - Employee Online (UK)
Credit Suisse (UK) Limited
Deutsche Bank
Halifax
Hargreaves Lansdown
HSBC UK
Legal and General UK
Lloyds Bank
Marcus by Goldman Sachs - UK
National Savings and Investments
Nationwide Building Society
NatWest Invest
Nutmeg
Santander UK
Skipton Building Society
St James's Place
Transact
AJ Bell
Aviva
Bank of Scotland
Barclaycard UK
Barclays - Online Banking (UK)
Citibank EU
Computershare - Employee Online (UK)
Credit Suisse (UK) Limited
Deutsche Bank
Halifax
Hargreaves Lansdown
HSBC UK
Legal and General UK
Lloyds Bank
Marcus by Goldman Sachs - UK
National Savings and Investments
Nationwide Building Society
NatWest Invest
Nutmeg
Santander UK
Skipton Building Society
St James's Place
Transact
Crypto
Binance
Coinbase Pro
Kraken
Poloniex
Coinbase Pro
Kraken
Poloniex
Suggest additional data sources
What other data sources (transaction or price data) should Utluna look at integrating next?