Stax.ai supports a great many providers and sub-providers for brokerage accounts. However, because each provider lists the informtion a little differently, we do have to train the bots how to look at each provider.

If Stax.ai is having trouble with extraction it may be due to the wrong provider being listed in TPA Plans. Please verify that you are using the main format provider, and not a smaller company using the format of a bigger one (we see this often with National Financial Services and Pershing).

We currently support 114 different brokerage providers. Below is the list of the ones we support.

Refer to the individual provider page to know more about what we extract from these statements, and what we calculate.

Goldman Sachs - FORMAT 2

We are unable to run Trust Accounting on Goldman Sachs Format 2 since there is no activity breakdown. We still want to make sure this statements saves, but we will not be reconciling this document as per our normal admin procedures.

These will be placed into your 2. Todo > Unsupported stack after it has been successfully saved.

Janney Montgomery (both formats)

Janney Montgomery statements will not reconcile on their own, and will always end up in the Trust Accounting To-do stack. Once each metadata field has been reviewed and confirmed, we will click the “Auto-calculate gain/(loss)” button below these fields to reconcile the document.

Life Insurance Statements

Bank Statements

Other Providers