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TurboTax users, do not complete this form if you wish to import your 1099 or W-2 forms into TurboTax. This form is for institutions and employers. Please have your bank or employer HR or payroll department contact us at:

Account connectivity service providers for financial institutions

For reference, below is a list of some service providers, who offer OFX connectivity enablement, consulting and implementation support. Intuit does not officially endorse or guarantee their services.

If you are interested in one of these providers, please contact them directly to evaluate their services. If you prefer to establish your own connectivity, please fill out the form.

Third party and hosting service providers:
Wall Street Concepts/FIS
Enterprise Engineering Inc. (EEI)
DST Systems, Inc.
Pershing LLC
Apex Clearing Corporation
BNYMellon Asset Servicing
Thomson Reuters
Broadridge Financial Solutions

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