Custodians & Partners

B2B – LAURENTIAN BANK
(includes integrated trading interface)
BANK OF MONTREAL
BMO INVESTOR LINE
BMO NESBITT BURNS
BMO INSTITUTIONAL SERVICES
BMO CAPITAL MARKETS
BMO PRIVATE WEALTH
BBS SECURITIES INC. / VIRTUAL BROKERS
(includes integrated trading interface)
BROADRIDGE FINANCIAL SOLUTIONS
(includes integrated trading interface)
CANADIAN WESTERN TRUST
CIBC CAPITAL MARKETS
CIBC MELLON CANADA
CIBC RECORD KEEPING
CIBC WORLD MARKETS - PRIME SERVICES GROUP
COMPUTERSHARE
CONCENTRA FINANCIAL
CREDENTIAL SECURITIES
DATAPHILE
DESJARDINS SECURITIES
FIDELITY CLEARING CANADA
(includes integrated trading interface)
FUNDSERV
GENUITY / PINNACLE Custody Services
GIC INVEST
IBM BOOK OF RECORD SYSTEMS
INTERACTIVE BROKERS CANADA
(includes integrated trading interface)
LAURENTIAN BANK INSTITUTIONAL SERVICES
(includes integrated trading interface)
MRS SYSTEMS
NATIONAL ADVISORS TRUST COMPANY
NATIONAL BANK CORRESPONDENT NETWORK
(includes integrated trading interface)
NORTHERN TRUST CANADA
OLYMPIA TRUST
QTRADE
QUESTRADE INC. (CUSTODY SERVICES)
(includes integrated trading interface)
RATIONAL PORTFOLIO MANAGER (RPM)
RAYMOND JAMES CANADA
ROYAL BANK OF CANADA
RBC CAPITAL MARKETS PRIME BROKERAGE
RBC DEXIA
RBC DOMINION
RBC PRIVATE WEALTH
RBC UNITRAX
RBC WEALTH MANAGEMENT CANADA
RBC INVESTOR & TREASURY SERVICES
RBC CHANNEL ISLANDS
SCOTIA BANK
SCOTIA BANK WEALTH MANAGEMENT
SGGG FUND SERVICES INC.
TD DIRECT INVESTING
TD PRIME BROKERAGE
TD WATERHOUSE INSTITUTIONAL SERVICES
TD WEALTH
UBS BANK AND CUSTODY SERVICES
UNIVERIS
APEX CUSTODY
CAMBRIDGE INVESTMENT RESEARCH AND CUSTODY SERVICES
COWAN PRIME SERVICES
DAZL (DATA ACCESS ZIP LINK)
DST SYSTEMS / DSS ADVISOR SERVICES INC
FIDELITY INSTITUTIONAL / CUSTODY SERVICES
FIRST CLEARING LLC
FOLIO INVESTING SERVICES
HILLTOP
INTERACTIVE BROKERS USA
(includes integrated trading interface)
JP MORGAN CHASE
MANNING & NAPIER
MORGAN STANLEY PRIVATE WEALTH
NORTHERN TRUST USA
PERSHING CUSTODY (A BNY MELLON COMPANY)
RAYMOND JAMES USA
SCHWAB INSTITUTIONAL SERVICES
TD AMERITRADE INSTITUTIONAL
(includes integrated trading interface)
TIAA – CREF FINANCIAL SERVICES
TRADE PMR
UBS BANK AND CUSTODY SERVICES
UNITED PLANNERS FINANCIAL SERVICES
WELLS FARGO FINANCIAL SERVICES

US TRUST COMPANIES

EXETER TRUST COMPANY
MILLENNIUM TRUST COMPANY
TD AMERITRADE TRUST COMPANY
(includes integrated trading interface)

INTERNATIONAL

ABCO BOURSE, SENEGAL, AFRICA
BERMUDA COMMERCIAL BANK
CIBC CAYMAN INTL
Financial Planning
Market Quotes & Research
Performance & Risk Analytics
Accounting