Supported institutions
OrbySystems ships with parsers for a set of banks, card issuers and brokerages, so statements from these institutions can be imported and turned into transactions, holdings and balances automatically — no setup required.
Status
Status is how far a parser's format has been confirmed on real statements. It decides what OrbySystems does when a statement doesn't read cleanly.
- Verified — at least one real statement has imported cleanly. If a statement doesn't read, OrbySystems shows what went wrong so you can report it.
- Provisional — built from the layout of a real statement, and waiting for its first clean import of one. It should work, but is more likely to need a fix for a layout it hasn't seen. If a statement doesn't read, OrbySystems shows what went wrong so you can report it.
- Untested — built from public samples or invented data, and never run on a real statement. It may well work, but if it doesn't, OrbySystems offers Add New Institution, so a parser can be built from a scrambled copy of your statement.
Institutions
| Institution | Status | Statements read |
|---|---|---|
| Ameriprise Financial | Untested | Brokerage statement (PDF) |
| Apex Clearing | Untested | Brokerage statement (PDF) |
| Apple Card | Verified | Credit card statement (PDF) |
| Bank of America | Verified | Checking and savings, combined checking and savings, and combined statements; credit card statements (PDF) |
| BNY Pershing | Untested | Brokerage statement (PDF) |
| Charles Schwab | Verified | Brokerage statement and Retirement Plan Services 401(k) statement (PDF) |
| Chase | Verified | Credit card statement (PDF); checking export (CSV) |
| Citi | Verified | Credit card statement and annual summary (PDF). Some card layouts are not read yet |
| E*TRADE from Morgan Stanley | Provisional | Brokerage and stock plan statement (PDF) |
| Edward Jones | Untested | Brokerage statement (PDF) |
| Empower | Verified | 401(k) plan statement (PDF) |
| Empower | Untested | Brokerage and IRA statement (PDF) |
| Fidelity Investments | Verified | Brokerage statement (PDF); positions export (CSV) |
| Fidelity NetBenefits | Verified | 401(k) statement (PDF) and export (CSV) |
| Fidelity Rewards Visa | Verified | Credit card statement (PDF) |
| Interactive Brokers | Untested | Activity statement (PDF) |
| J.P. Morgan Wealth Management | Untested | Investment statement (PDF) |
| LPL Financial | Untested | Investment statement (PDF) |
| Merrill | Untested | Wealth Management statement (PDF) |
| Merrill Lynch | Untested | Cash Management Account statement (PDF) |
| Morgan Stanley Global Stock Plan Services | Untested | Stock plan statement (PDF) |
| Morgan Stanley Wealth Management | Untested | Client statement (PDF) |
| Principal Financial Group | Untested | Retirement statement (PDF) |
| Raymond James | Untested | Brokerage statement (PDF) |
| Robinhood | Untested | Brokerage statement (PDF) |
| T. Rowe Price Brokerage | Untested | Brokerage statement (PDF) |
| UBS Financial Services | Untested | Resource Management Account statement (PDF) |
| Vanguard | Provisional | Brokerage statement (PDF); activity export (CSV, XLSX) |
| Voya | Verified | 401(k) plan statement (PDF) |
| Wells Fargo | Provisional | Checking statement (PDF) |
| Wells Fargo Advisors | Untested | Investment statement (PDF) |
Alongside these, OrbySystems includes a sample institution and a fictional bank and brokerage that power the demo household. They read only invented statements.
Adding support yourself
Don't see your institution, or run into a statement layout an existing parser doesn't handle? You don't have to wait for a release — use Add New Institution. It makes a scrambled copy of one of your statements, with your names and numbers replaced, and OrbySystems builds a parser from that copy. OrbySystems tries the result on your real statement before installing it.