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Which Financial Institutions are Supported for Tax Import Scan Document?

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Which Financial Institutions are Supported for Tax Import Scan Document?

Problem Description

Which financial institutions are currently supported for importing from scanned documents?

Solution Description

Importing from scanned documents will detect and import source document information from the following institutions:

  • Abilene Teachers Federal Credit Union
  • Advancial Federal Credit Union
  • Ally Financial
  • Altra Federal Credit Union
  • America First Credit Union
  • American First Credit Union (La Habra, CA)
  • American Heritage Federal Credit Union (PA)
  • Amtrust Bank (Now New York Community Bank)
  • Arrowhead Credit Union
  • ASI Federal Credit Union
  • Associated Bank - Personal
  • Aurora Loan Services (now Nationstar Mortgage)
  • Bank of America
  • Bank of America Mortgage
  • Bay Gulf Credit Union(Now MIDFLORIDA CU)
  • BB&T Corp.
  • BB&T Corp. Mortgage
  • BB&T Corp. Mortgage
  • Boeing Employee Credit Union
  • Boulder Municipal Employees FCU
  • Campus USA Credit Union (FL)
  • Capital Communications Federal Credit Union
  • Cenlar
  • Chase Bank
  • Chase Mortgage
  • Citibank Banking
  • CitiBank Mortgage
  • Community Resource Credit Union
  • Connex Credit Union
  • Countrywide Home Loan (Now Bank of America)
  • Discover Bank
  • Dort Federal Credit Union
  • Dreyfus Funds
  • E*TRADE Bank
  • E1 Financial Credit Union
  • Eastman Credit Union
  • Educational Systems FCU
  • Educators Credit Union of Racine, WI
  • ENT Federal Credit Union
  • Everbank
  • Fifth Third Bank
  • First Community Credit Union (MO)
  • First Entertainment CU
  • First Financial FCU of Maryland
  • First National Bank (CO) - Personal Banking
  • First National Bank Fremont
  • First National Bank of Colorado (Boulder)
  • First National Bank of Kansas (Shawnee, KS)
  • First National Bank of Omaha
  • First National Bank of Omaha CC
  • First National Bank of Omaha Loans
  • First National Bank of South Dakota
  • First National Bank Platte Valley
  • First National Bank Southwest
  • Flagstar Bank (MI) - Mortgage
  • FNBO Direct
  • Fox Communities CU
  • Franklin American Mortgage Company
  • Frost Bank
  • GCS Federal Credit Union (IL)
  • Global Credit Union
  • GMAC Mortgage(Now Ocwen Loan Servicing)
  • Goldman Sachs Private Wealth Management
  • Great-West Retirement Services
  • Green Tree Servicing (Now Ditech)
  • Honor Credit Union (MI) - Credit Card
  • Indymac Bank - My Mortgage
  • JM Associates Federal Credit Union (FL)
  • JP Morgan Chase Bank
  • Kemba Credit Union (OH)
  • Key Bank
  • Kitsap Credit Union
  • Landmark Credit Union (WI)
  • Library of Congress Federal Credit Union
  • LoanCare Servicing Center
  • Logix Federal Credit Union (CA)
  • Mackenzie Investments - InvestorAccess
  • MassMutual Financial Group Retirement Access (formerly Hartford Retirement ACCESS)
  • Matanuska Valley Federal Credit Union
  • Members 1st FCU (PA)
  • Members Cooperative Credit Union
  • MIDFLORIDA CU
  • Morgan Stanley StockPlan Connect
  • Morgan Stanley Wealth Management
  • Mortgage Questions
  • Mountain America CU
  • Nationstar Mortgage
  • Navy Federal Credit Union
  • Navy Federal Credit Union - Old
  • Northeast Credit Union (NH)
  • Notre Dame Federal Credit Union
  • NW Preferred Federal Credit Union
  • Ocwen Federal Bank FSB Loan
  • One Nevada Credit Union
  • Pacific Resource Credit Union (now nuVision Federal Credit Union)
  • Pacific Service Credit Union
  • PennyMac Home Loan Solutions
  • Pentagon Federal Credit Union
  • PHH Mortgage
  • Power Financial Credit Union
  • Premier Members Federal Credit Union
  • Presidential Bank
  • Provident Funding
  • Putnam Investments
  • SAFE Credit Union
  • SAG-AFTRA FCU
  • San Diego County CU
  • SCE Federal Credit Union
  • Schwab
  • Select Portfolio Servicing (My Home Loan)
  • Sharon Credit Union
  • Shell New Orleans FCU Credit Card
  • South Carolina FCU
  • Stanford Federal Credit Union (CA)
  • State Department Federal Credit Union
  • State Employees Credit Union(NC)
  • State Employees CU of Maryland
  • Strategic Partners - Financial Professionals
  • SunTrust Bank (Personal Finance)
  • SunTrust Mortgage
  • Tropical Financial Credit Union
  • Universal 1 CU (OH)
  • University Credit Union - Los Angeles, CA
  • US Bank
  • USAlliance FCU
  • Valor Credit Union
  • Vantage West Credit Union
  • Vermont Federal Credit Union
  • Visions FCU
  • Voya Financial Annuities
  • Washington County Bank (NE)
  • Wells Fargo
  • Wells Fargo Private Bank
  • Wescom Credit Union
  • Wright Patman Congressional FCU
  • Xplore Federal Credit Union

*This lists is subject to change

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