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 or price data provider you would like Utluna to integrate next.
Alight American Funds - Financial Advisors Ameriprise Financial Barclays Bank (US BB&T Bank Betterment Boeing Employees Credit Union Charles Schwab Chase E*TRADE Edward Jones (US) Equateplus - UBS Fidelity Fifth Third Bank - Online Banking First Republic (Securities) Goldman Sachs HSBC InvestDirect Huntington Bank JPMorgan Private Bank - Investments Key Bank Merrill Edge Merrill Lynch Morgan Stanley Navy Federal Credit Union Pacific Life PNC Raymond James Investments Santander Investment Services Santander USA Selfreliance SoFi Stash Invest State Employees Credit Union Stifel Nicolaus SunTrust TastyWorks TD Ameritrade UBS OneSource US Bank UW Credit Union Vanguard Voya Financial - Professionals Wealthfront Wells Fargo Advisors
Aegon - Online Services Aviva Axa (UK) Computershare - Employee Online (UK) Credit Suisse (UK) Limited Deutsche Bank Deutsche Bank Wealth Management Goldman Sachs Asset Management (UK) JPMorgan Asset Management (UK) JPMorgan UK Pension Plan Legal and General UK Nutmeg Schroder Private Investor (UK) St James's Place Transact Vanguard (UK) Wealthsimple