Integrations
“It amazes me how people are often more willing to act based on little or no data than to use data that is a challenge to assemble.” ― Robert Shiller
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FINANCIAL INSTITUTIONS
SERVING
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MILLION INVESTORS
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.
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.
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.
Integrated financial institutions
GLOBAL
Charles Schwab
Citi - International Financial Services
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
JPMorgan Asset Management
Morgan Stanley - ClientServ
Santander Investment Services
Citi - International Financial Services
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
JPMorgan Asset Management
Morgan Stanley - ClientServ
Santander Investment Services
UNITED STATES
Acorns
Alight
Ally Invest (TradeKing)
American Funds - Financial Advisors
Ameriprise Financial
Apex Clearing
Barclays Bank (US)
BB&T Bank
BBVA Investment Solutions
Betterment
BNP Private Wealth Management
BNY Mellon - Pershing
BNY Mellon Capital Markets
Boeing Employees Credit Union
Charles Schwab
Chase
Citibank
Computershare
Credit Suisse Private Banking (US)
E*TRADE
Edward Jones (US)
Envestnet Asset Management
Equateplus - UBS
Fidelity
First Republic (Securities)
Firstrade
Goldman Sachs
Huntington Bank
Jefferies - Private Client Services
John Hancock - Investments
JPMorgan Private Bank - Investments
M1 Finance
Merrill Edge
Merrill Lynch
Morningstar Managed Portfolios
Morgan Stanley
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Robinhood
Santander Investment Services
Santander USA
SoFi
Stash Invest
Stifel Nicolaus
SunTrust
Swell Investing
TastyWorks
TD Ameritrade
TIAA
TradeStation
Trading Direct
UBS OneSource
US Bank
UW Credit Union
Vanguard
Voya Financial
Wealthfront
Wedbush Securities
Wells Fargo
Alight
Ally Invest (TradeKing)
American Funds - Financial Advisors
Ameriprise Financial
Apex Clearing
Barclays Bank (US)
BB&T Bank
BBVA Investment Solutions
Betterment
BNP Private Wealth Management
BNY Mellon - Pershing
BNY Mellon Capital Markets
Boeing Employees Credit Union
Charles Schwab
Chase
Citibank
Computershare
Credit Suisse Private Banking (US)
E*TRADE
Edward Jones (US)
Envestnet Asset Management
Equateplus - UBS
Fidelity
First Republic (Securities)
Firstrade
Goldman Sachs
Huntington Bank
Jefferies - Private Client Services
John Hancock - Investments
JPMorgan Private Bank - Investments
M1 Finance
Merrill Edge
Merrill Lynch
Morningstar Managed Portfolios
Morgan Stanley
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Robinhood
Santander Investment Services
Santander USA
SoFi
Stash Invest
Stifel Nicolaus
SunTrust
Swell Investing
TastyWorks
TD Ameritrade
TIAA
TradeStation
Trading Direct
UBS OneSource
US Bank
UW Credit Union
Vanguard
Voya Financial
Wealthfront
Wedbush Securities
Wells Fargo
CANADA
1st Choice Savings and Credit Union
Assante - InvestorOnline
Bayview Credit Union
BMO Nesbitt Burns
Canaccord Capital
Canadian Tire Bank
CIBC
CIBC Atlantic Trust - Portfolio Online
Crosstown Civic Credit Union
Eastern Edge Credit Union
Edward Jones Canada
Fidelity Clearing (CAN)
Hamilton Sound Credit Union
Innovation Credit Union - Personal
Lakeland Credit Union - Personal
Leading Edge Credit Union
Meridian Credit Union
Qtrade Investor
Servus Credit Union - Personal Online Banking
Solium Capital
Sydney Credit Union
Tangerine - Personal Banking Login
Venture Credit Union (Canada)
Windsor Family Credit Union - Personal Online Banking
Assante - InvestorOnline
Bayview Credit Union
BMO Nesbitt Burns
Canaccord Capital
Canadian Tire Bank
CIBC
CIBC Atlantic Trust - Portfolio Online
Crosstown Civic Credit Union
Eastern Edge Credit Union
Edward Jones Canada
Fidelity Clearing (CAN)
Hamilton Sound Credit Union
Innovation Credit Union - Personal
Lakeland Credit Union - Personal
Leading Edge Credit Union
Meridian Credit Union
Qtrade Investor
Servus Credit Union - Personal Online Banking
Solium Capital
Sydney Credit Union
Tangerine - Personal Banking Login
Venture Credit Union (Canada)
Windsor Family Credit Union - Personal Online Banking
EUROPE & UK
Aegon - Online Services
Deutsche Bank
Flow Bank
Goldman Sachs Asset Management (UK)
Lynx
PensionBee
Robin
Skipton Online
Deutsche Bank
Flow Bank
Goldman Sachs Asset Management (UK)
Lynx
PensionBee
Robin
Skipton Online
ROBO-ADVISORS
Acorns
Betterment
M1 Invest
Robin
Stash
Swell Investing
Wealthfront
Betterment
M1 Invest
Robin
Stash
Swell Investing
Wealthfront
CRYPTO
Binance
Bitstamp
Coinbase Pro
Huobi Pro
Kraken
Poloniex
Bitstamp
Coinbase Pro
Huobi Pro
Kraken
Poloniex
Suggest additional data sources
What other data sources (transaction or price data) should Utluna look at integrating next?