This insurance carrier is currently supported by Swivel Sync.
Insurance Carrier
Data Supported
Values
Values Supported
Account Value
Cash & Cash Investments
Market Value
Short Balance
Known Products Supported
Product | Product Type |
Community Property | Brokerage |
Contributory IRA | Retirement |
Corporation | Brokerage |
Custodial | Custodial |
Education Savings | Education |
Individual | Brokerage |
Inherited IRA | Retirement |
Irrevocable Living Trust | Custodial |
Joint | Brokerage |
Joint Tenants in Common | Brokerage |
Joint Tenants WROS | Brokerage |
Limited Liability | Brokerage |
Revocable Living Trust | Custodial |
Rollover IRA | Retirement |
Roth Contributory IRA | Retirement |
Roth Conversion IRA | Retirement |
SEP IRA | Retirement |
SIMPLE IRA | Retirement |
Testamentary Trust | Custodial |
401(k) | Retirement |