Partner List

  • W-2 Partners
  • 1099/1098 Partners

A

Aatrix
ABF
Accupay
ADP
Apex Software Technologies
ArcBest
Argo
Arthur J. Gallagher
ASAP
Associated Data Service
Asure Software
Atlanta Public Schools
Austin Independent School District

B

Baker Technology
Basic-HR
Baptist Memorial Health Care Corp TN
Benefitmall
BRGMC

C

CBIZ
Ceridian - MyRecords
Childrens Hospital Omaha NE
Childrens Hospital Philadelphia
CIC Plus-PaperlessEmployee.com
City of Fresno
City of Omaha
Cone Health

D

DFW Airport
Dominion Systems

E

Evangelical Community Hospital

F

Fairview Health
Fidelity Investments - NetBenefits

G

Gatekeeper
Geisinger Health System
Good Samaritan
Greenville Hospital System
GTM
Gusto

H

Halliburton
Harpers Payroll Services
HealthEast Care System
Ho-Chunk-Nation
Hospital Special Surgery
HSA Payroll

I

IBF
Infinisource-W2
Inova
Intuit Quickbooks
Intuit Online Payroll

J

Jackson Health System
JAT Software e-PRINTVIEW

K

Kaiser Permanente - KaiserMyHR
Kaiser Permanente Physicians Group-TPMG
Knoxville Community
Kronos

L

LAMetro
La-Z-Boy
Loyola University Hospital
Lubbock County Hospital (UMC)
Lurie Childrens Hospital

M

McDean
Memorial Health Care System
Menard
Methodist Hospital Dallas
MetroHealth
MHC Software
Minute Men HR
Muscogee Creek Nation

N

National Finance Center
Navicent Health
NE Methodist Health
NetSpend-Skylight
Network
NorthBay Health Care System

O

Ohio State University

P

Paragon Payroll
Paycom
Paycor
PayData
Paylocity
PayMaster
PayMetrix HR
Pay-Net
Paypro
Payroll Experts
PayrollMaxx
Payroll on the Web
Payroll Solutions
Portland Community College
Professional Automation
Prudential LAR Payroll

Q

Qforce-W2
Quest Diagnostics

R

Ratner
Roper St. Francis
Rush-Copley Medical Center

S

Sacramento County
Scott County
Sentric
South Jersey Health Care
Southland DP
St Tammany Hospital
Starpay

T

Tax Form Management, formerly TALX W-2 eXpress
TechAtlantis
Telepayroll
Torchmark
TriNet
TruPay Corporation

U

Ultimate Software
Union Hospital Health Group
Unity Point Health
University of Alabama
University of Kansas Hospital Authority
University of North Carolina
University NC Medical Center
University of Pennsylvania Health System
United States Postal Service

V

Valero Energy
Verizon
Virginia Hospital

W

Wells Fargo Payroll
Winthrop University
Woodmen
Workday

A

Abilene Teachers Federal Credit Union
AB Bernstein Private Wealth Management
Acorns
Advancial Federal Credit Union
Alerus Financial
AllianceBernstein
Ally Financial
Alpaca Securities
Altra Federal Credit Union
American Beacon Funds
American Century Brokerage
American Century Investments
American Funds
American First Credit Union (La Habra, CA)
American Heritage Federal Credit Union (PA)
Ameriprise Financial
AMG Funds
AMG National Trust Bank
Amtrust Bank (New York Community Bank)
Amundi (Pioneer Investments)
Apex Clearing Corporation
Aquila Group of Funds
Ariel Mutual Funds
Arrowhead Credit Union
Artisan Funds
ASI Federal Credit Union
AssetMark Trust Company (Genworth Financial Trust)
Aurora Loan Services (Now Mr. Cooper)
Axos Clearing
Axos Invest

B

Bank of America
Bank of America Mortgage
Bank of Hawaii Trust Services Group
Baron Funds
Bay Gulf Credit Union (Now MIDFLORIDA CU)
BB&T Securities, LLC
BB&T Wealth
BBVA Compass Investment Solutions
Bel Air Securities LLC.
Betterment
BlackRock Mutual Funds
BMO Harris Financial Advisors
BMO Wealth Management
BNY Mellon Cash Management Access Account (CMAA)
BNY Mellon Wealth Management
BNY MELLON | PERSHING
Bridges Trust Company
Bruderman Asset Management

C

Capital Communications Federal Credit Union
Carillon Family of Funds (formerly Eagle)
Cenlar
Central Trust Company (Central Bancompany)
Cetera Investment Services
Charles Schwab & Co., Inc.
Chase Bank
Chase Investments
Chase Mortgage
Chevy Chase Trust
Citi Personal Investments International
Citi Personal Wealth Mgmt.
Citi Private Bank
Citibank Banking
Citibank.com (Investment Accounts Only)
Columbia Threadneedle Investments
Community Resource Credit Union
Computershare
Connex Credit Union
CRI Securities, LLC.
CUNA Brokerage Services, Inc.

D

D.A. Davidson & Co.
Davenport & Company LLC
Davis Funds
Delaware Funds by Macquarie
Deutsche Bank Alex Brown
Discover Bank
Dodge & Cox Funds

E

E*TRADE Bank
E*TRADE Securities
E*TRADE Advisor Services (Trust Company of America)
Eastman Credit Union
Eaton Vance Funds
Educators Credit Union of Racine, WI
Edward Jones
Edward Jones Trust Company
Enterprise Wealth Management-Massachusetts
Equitable Advisors
Exeter Trust Company

F

Federated Hermes
Fidelity Investments
Fiduciary Trust Company
Fifth Third Bank
Fifth Third Private Bank
First Clearing, LLC
First Command Financial Planning
First Community Credit Union (MO)
First Eagle Funds
First County Advisors
First Entertainment CU
First Financial FCU of Maryland
First National Bank of Omaha - Wealth Management
First Republic Securities Company, LLC
First Tech Federal Credit Union
Flagstar Bank (MI) - Mortgage
FNBO Direct
Folio Investments
Franklin Templeton Investments
Frost Bank
FSC eQuipt (FSC Securities - Persh. Accts)
Fulton Financial Advisors
Fundrise

G

Gabelli Funds
GainsKeeper
GGFS
Goldman Sachs Private Wealth Management
Goulston and Storrs PC
Green Tree Servicing (Ditech)
Gusto

H

Hancock Whitney Bank
Harbor Funds
Hartford Funds
Hefren-Tillotson, Inc.
Hilltop Securities Inc./Account Number
Homestead Funds
HSBC Private Banking
Huntington National Bank

I

Indymac Bank - My Mortgage
Infinisource
Interactive Brokers
INTL FCStone
INTRUST Bank Wealth Management
Invesco
Investor360
Ivy Funds

J

J.P. Morgan Funds
J.P. Morgan Private Bank
J.P. Morgan Securities
Janney Montgomery Scott LLC
Janus Henderson Investors
JM Associates Federal Credit Union (FL)
John Hancock Investment Management

K

Kemba Credit Union (OH)
Key Bank
Key Private Bank
Kitsap Credit Union

L

Landmark Credit Union (WI)
Ledyard Financial
Legg Mason Funds
Lending Club
Library of Congress Federal Credit Union
Lincoln Investment Planning, Inc.
Logix Federal Credit Union (CA)
LPL Financial
Longleaf Partners Funds
Loomis Sayles Funds
Lord Abbett

M

M1 FINANCE
Madison Funds
MainStay
MassMutual Trust Company, FSB
Mechanics Bank
Members 1st FCU (PA)
Members Trust Company
Merrill Lynch-Merrill Edge
Metropolitan West Funds
MFS Investment Management
MIDFLORIDA CU
Morgan Stanley StockPlan Connect
Morgan Stanley Wealth Management
Morningstar Investment Services

N

National Financial
Natixis Funds
NetXInvestor (Pershing)
NMIS, LLC
Northeast Credit Union (NH)
Northern Trust (Custody & Investment Mgmt Only)
Northwestern Mutual Private Client Services
Notre Dame Federal Credit Union
NW Preferred Federal Credit Union

O

Oakmark Funds
Oppenheimer & Co. Inc.

P

Pacific Service Credit Union
Pax World Funds
Pennsylvania Trust
Pentagon Federal Credit Union
People's United Wealth Management
PIMCO Funds (A, B, C shares)
PIMCO Funds (Institutional)
Pinnacle Trust Co.
PNC Funds
PNC Investments
PNC Wealth Management
Power Financial Credit Union
Primerica Shareholder Services
Principal Financial - Retirement
Principal Funds
Provident Funding
Prudential - Life, Annuities, Retirement
Prudential Mutual Fund Services
Putnam Investments

Q

Qforce

R

RAA eQuipt (Royal Alliance - Persh. Accts)
Raymond James
Raymond James Bank
RBC
Robert W. Baird & Co.
Robinhood - Robinhood Securities
Rockland Trust Company
Royce Funds
RS Investments

S

SAFE Credit Union
SAG-AFTRA FCU
San Diego County CU
SCE Federal Credit Union
Securian Financial Services, Inc
Securian Trust Company
SEI Private Trust Company
Selected Funds
Sentinel Investments
Sharon Credit Union
South Carolina FCU
SPF eQuipt (SagePoint Financial - Persh. Accts)
State Department Federal Credit Union
Stephens Inc.
Stifel
StockCross Financial Services Inc.
SunTrust Bank (Personal Finance)
SunTrust Investments Services
Synovus Trust Company

T

T. Rowe Price Brokerage
T. Rowe Price Mutual Fund Accounts
tastyworks
Tax Doc Hub A Service of iTips
TD Ameritrade
TD Wealth
The Investment Center, Inc.
The Trust Company (HQ in Manhattan, KS)
Third Avenue Funds
Thrivent Mutual Funds
TIAA (for brokerage only)
TIAA, FSB - TIAA Trust
Touchstone Investments
TradeStation Securities
Tropical Financial Credit Union
Trust Company of Vermont
Tweedy, Browne Fund Inc.

U

U.S. Bancorp Investments, Inc.
UBS Financial Services Inc.
Union Bank & Trust
Universal 1 CU (OH)
University Credit Union - Los Angeles, CA
US Bank
USAA (1099 Tax Statements)
Ustocktrade

V

Valor Credit Union
Vanguard Group - Brokerage Account
Vanguard Group - Mutual Fund Accounts
Vantage West Credit Union
Vermont Federal Credit Union
Virtus Mutual Funds
Visions FCU
Voya Mutual Funds

W

Waddell & Reed
Washington County Bank (NE)
Washington Trust Wealth Management
Wealthfront
Webull Financial
Wedbush
Wedbush Securities
Weitz Funds
Wells Fargo
Wells Fargo Advisors
Wells Fargo Funds
Wells Fargo Private Bank
Wescom Credit Union
Westwood Trust
WFS eQuipt (Woodbury Financial Services - Persh. Accts)
William Blair

X

Xplore Federal Credit Union

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