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Data Retrieval

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Retrieve Investment Data Instantly

Get connected with any of over 100 Financial Institutions with BankLink™ and BrokerLink™. Automatically download your portfolio and transaction activity rather than manually entering it. You'll save tremendous amounts of time keeping your records up to date.

Investment Firms Providing Data to BrokerLink and BankLink

Partner Financial Institutions and Firms

Accutrade
A.G. Edwards & Sons, Inc.
American Express
Banc of America Online Investing
Bank of America
Bank of America Private Bank
Bank of New York Mellon
Bank Midwest
BankOne/FirstUSA
ByAllAccounts - Custodial Integrator
CapitalOne
Capital Guardian, LLC
Charles Schwab & Co. – Institutional
Charles Schwab & Co. – Retail
Chase Bank
CitiBank
Citi Smith Barney
Comerica
Credit Suisse/First Boston
Deutsche Bank Securities
Discover
E*Trade
Fidelity Investments
FirstUSA/BankOne
Goldman Sachs – Private Wealth Mgt
Harris Bank
Harris Direct
ING Direct

JP Morgan
MasterCard
Merrill Lynch
M&I Bank
Morgan Stanley – ClientServ
Morgan Stanley – Private Wealth Mgt
Net Exchange Investor
Northern Trust
Paytrust
Prudential Financial
QIF
Smith Barney – Institutional
Smith Barney – Retail
Strand Atkinson
Sun Trust
TD Ameritrade
TD Waterhouse - Canada
Trust Company of America
UBS Financial
Union Bank of California
U.S. Bank, N.A.
Vanguard Group
Visa
Wachovia
Wachovia Securities
Wells Fargo
Wells Fargo Investments