3,951+ institutions supported.
Banks, credit unions, brokerages, credit card issuers, and retirement accounts. Search the directory or browse by letter to confirm yours is covered.
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Our most popular institutions.
Fidelity, Wells Fargo, Citibank, Bank of America, Amazon, and U.S. Bank. Add any of them with one click. 3,945 more in the directory below.
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Fidelity Investmentsfidelity.com -
Wells Fargowellsfargo.com -
Citibankciti.com -
Bank of Americabankofamerica.com -
Amazonamazon.com -
U.S. Bankusbank.com
Pick a letter to see the institutions on that page.
No institutions match your search. Request it and we'll add it.
What "supported" means at DocGenie.
Every institution in the directory is currently retrievable. "Supported" carries four facts.
- What we retrieveThe institution's PDF
Bank statements and credit card statements as the institution publishes them. PDF, not transaction feed.
- How oftenSet by your plan
Core checks bi-weekly. Professional and Enterprise check weekly, with on-demand pulls available.
- What it costs5 credits at major US banks
Some institutions cost more (premium brokerages, multi-step utilities, custom integrations). Per-connection cost is shown before you authorize.
- When something breaksMost outages, 24 to 48 hours
If an institution changes its system or breaks coverage, our connector team works to restore it.
Request an institution.
New institutions are added weekly based on customer requests. Most requested institutions are added within 30 days. Send the institution name (and a website link if you have one) and we'll confirm coverage.
Authorize your first institution today.
Free for 2 connections. Amazon and Capital One both retrieve under the Free tier. Add an institution and watch the next statement appear in your storage on its own.