TurboTax Import Partners

AB AllianceBernstein Retail
AB Bernstein Private Wealth Management
Abilene Teachers Federal Credit Union
Acorns
Advancial Federal Credit Union
Alerus Financial
Alger Funds
Ally Financial
Allsrping Global Investments
Alpaca Securities
Altra Federal Credit Union
America First Credit Union

American Beacon Funds
American Century Brokerage (brokerage accounts only)
American Century Investments (mutual fund accounts only)
American Express Bank, FSB
American First Credit Union (Brea, CA)
American Funds
American Heritage Federal Credit Union (PA)
Ameriprise Financial
AMG Funds
AMG National Trust Bank

Axos Advisor Services
Apex Clearing Corp
Aquila Group of Funds
Ariel Mutual Funds
Arrowhead Credit Union
Artisan Funds
AssetMark Trust Company
Associated Bank - Personal Banking
AXOS Clearing

Bank of America
Bank of Hawaii Trust Services Group
Baron Funds
Bank of Ann Arbor
Bar Harbor Wealth Management
Betterment

BlackRock Mutual Funds
BMO Wealth Management
BNY MELLON | PERSHING
BNY Mellon Brokerage Services
BNY Mellon Cash Management Access Account (CMAA)

BNY Mellon Wealth Management
Boeing Employee Credit Union
Bridges Trust Company
Bremer Wealth
Bruderman Asset Management

Capital Communications Federal Credit Union
Cape Cod Five Cents Savings Bank
Capital City Trust Company
Carillon Family of Funds (formerly Eagle)
Central Trust Company (Central Bancompany)
Central Pacific Bank
Cetera Investment Services
Charles Schwab & Co., Inc.
Chase Bank

Chevy Chase Trust
Citi Personal Investments International
Citi Personal Wealth Mgmt.
Citi Private Bank
CIBC Private Wealth US

Citibank.com (Investment Accounts Only)
Columbia Threadneedle Investments
Computershare
Community Resource Credit Union
Community Trust and Investment Company
Connex Credit Union
Cypress Trust & Inv Mgt
CUNA Brokerage Services, Inc.

D.A. Davidson & Co.
Davenport & Company LLC
Davis Funds
Deutsche Bank Alex Brown

Delaware Funds by Macquarie
Discover Bank
Dodge & Cox Funds
Dort Financial Credit Union

Dreyfus Funds - MUTUAL FUND SHAREHOLDER
DWS
Dunham Trust Company

E*TRADE Bank
E*TRADE Securities
Eastman Credit Union

Eaton Vance Funds
Educators Credit Union of Racine, WI
Edward Jones
Edward Jones Trust Company

Embed Clearing
Enterprise Wealth Management-Massachusetts
Equitable Advisors
eToro USA Securities
Exeter Trust Company

Federated Hermes
Fidelity Investments
Fiduciary Trust Company
Fiduciary Trust Company International
Fifth Third Bank
Fifth Third Private Bank
FineMark National Bank & Trust
First Bankers Trust Company
First Business Bank Private Wealth
First Clearing
First Command Financial Planning
First Community Credit Union (MO)

First Command Wealth Management & Trust Group
First County Advisors
First Eagle Funds
First Entertainment CU
First Financial FCU of Maryland
First Interstate Wealth Management
First National Bank of Omaha
First National Bank of Omaha - Wealth Management
First Republic Securities Company, LLC
First Tech Federal Credit Union

First Hawaiian Bank Wealth Management
Flagstar Bank (MI) - Mortgage
FNBO Direct
Folio Investments
Franklin Templeton Investments
Frost Bank
Frost Wealth Advisors
FSC eQuipt (FSC Securities - Persh. Accts)
Fulton Financial Advisors/Fulton Private Bank
Fundrise

Gabelli Funds
GainsKeeper

GGFS
Goldman Sachs Private Wealth Management

Goulston and Storrs PC

Hancock Whitney Bank
Harbor Funds
Hartford Funds

Haverford Trust Company
Hefren-Tillotson, Inc.
Hilltop Securities Inc./Account Number

Homestead Funds

Interactive Brokers
INTRUST Bank Wealth Management

Invesco
Investor360

Ivy Funds
Ivy Investments

JP Morgan Funds
JP Morgan Chase & Co.

Janney Montgomery Scott LLC
Janus Henderson Investors

JM Associates Federal Credit Union (FL)

Kemba Credit Union (OH)
Kitsap Credit Union

Key Bank

Landmark Credit Union (WI)
Ledyard Financial
Legg Mason Funds
LendingClub

Library of Congress Federal Credit Union
Lincoln Investment Planning, LLC
Logix Federal Credit Union (CA)

Longleaf Partners Funds
Loomis Sayles Funds
Lord Abbett
LPL Financial

M1 FINANCE
Madison Funds
MainStay
Marcus By Goldman Sachs
MassMutual Trust Co. FSB
Matanuska Valley Federal Credit Union

Members 1st FCU (PA)
Members Cooperative Credit Union
Members Trust Company
Merrill Lynch-Merrill Edge
Metropolitan West Funds
MFS Investment Management

MidFlorida CU
Moomoo Financial Inc.
Morgan Stanley StockPlan Connect
Morgan Stanley Wealth Management
Morningstar Investment Services
Mountain America CU
Mr. Cooper, formerly Nationstar Mortgage Holdings Inc
Muriel Siebert & Co., Inc.

National Financial
Natixis Funds
NetXInvestor (Pershing)
Notre Dame Federal Credit Union

Northeast Credit Union (NH)
Northern Trust (Custody & Investment Mgmt Only)
Northwestern Mutual Inv Svs–NMIS

NW Preferred Federal Credit Union

Oakmark Funds
Old National Wealth Management

OneWest Bank Mortgage
Osaic eQuipt (Pershing Accounts)

Oppenheimer & Co. Inc.

Pacific Service Credit Union
Pax World Funds
People's United Advisors
PIMCO Funds (A, B, C shares)
PGIM Investments
PNC Investments

Park National Bank
PNC Wealth Management
Power Financial Credit Union
Premier Members Credit Union
Presidential Bank
Primerica Shareholder Services
Principal Financial - Retirement

PlanMember Services
Principal Funds
Provident Funding
Prudential (Life, Annuities, Retirement)
Public.com
Putnam Investments

RAA eQuipt (Royal Alliance - Persh. Accts)
Raymond James
Raymond James Bank
RBC

Redstone Federal Credit Union
Robert W. Baird & Co.
Robinhood - Markets
Robinhood Retirement

Rockefeller Capital Management
Rockland Trust Company Investment Management
Royce Funds

Sandy Spring Trust
Stash
SAFE Credit Union
SAIeQuipt(SecAmerica-Persh Accts)
San Diego County CU
SCE Federal Credit Union
Schools Financial Credit Union
SCU Credit Union
Securian Financial Services, Inc
Securian Trust Company

SEI Private Trust Company
SEI Private Trust-Client Connect
SEI Private Wealth Management
Selected Funds
Service Credit Union
SPF eQuipt (SagePoint Financial - Persh. Accts)
State Department Federal Credit Union

StoneX
State Employees Credit Union(NC)
State Employees CU of Maryland
Stephens Inc.
Stifel
SunTrust Bank (Personal Finance)
SunTrust Investments Services
SunTrust Mortgage
Synovus Trust Company

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)
The Trust Company of Tennessee
Third Avenue Funds
Thrivent Funds
TIAA (for brokerage only)
TIAA (for Retirement only)
TIAA, FSB (TIAA Trust)

Trust Company of Oklahoma
Together Credit Union
Touchstone Investments
TradeStation Securities
Tropical Financial Credit Union
Trust Company of Vermont
Truist Wealth Trust
Tweedy, Browne Fund Inc.

U.S. Bancorp Investments, Inc.
U.S. Bank
UBS Financial Services Inc.
Union Bank & Trust

Universal 1 CU (OH)
University Credit Union - Los Angeles, CA
USAA Investments

USAA Mutual Funds, brought to you by Victory Capital
USAlliance FCU<

Victory Mutual Funds
Vanguard Group - Brokerage Account
Vanguard Group - Mutual Fund Accounts
Vantage West Credit Union

Vermont Federal Credit Union
Virtus Mutual Funds
Vision Financial Markets LLC

Washington County Bank (NE)
Washington Trust Wealth Management
Washington Trust Bank Wealth Management & Advisory Services
Wealthfront
Webull Financial
Wedbush
Westwood Wealth Management

Wedbush Securities Inc
Wells Fargo Advisors
Wells Fargo Bank
Wescom Credit Union

WFS eQuipt (Woodbury Financial Services - Persh. Accts)
William Blair
Wright-Patt Credit Union (OH)

Xplore Federal Credit Union

Zions Bancorporation, N.A. Wealth and Fiduciary Services