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.
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
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