Custodians & Partners

Custodians

Ndex works with over 260+ direct custodian feeds and 7,000 websites. If you don’t see an organization on our list, let us know. We can build support in just a few days.

CANADA

AMIPRO
ASSANTE
AVISO/CREDENTIAL/QTRADE
AVISO CUSTODY SERVICES
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)
BETTERMENT
BMO
BROADRIDGE FINANCIAL SOLUTIONS
(includes integrated trading interface)
CANADIAN WESTERN TRUST
CI INVESTMENT SERVICES INC
CIBC MELLON CANADA
CIBC CAPITAL MARKETS
CIBC RECORD KEEPING
CIBC WORLD MARKETS - PRIME SERVICES GROUP
COMMON WEALTH CUSTODY
COMPUTERSHARE
CONCENTRA FINANCIAL
DATAPHILE
DESJARDINS SECURITIES
DUNDEE
E*TRADE
FIDELITY CLEARING CANADA
(includes integrated trading interface)
FIX FLYER TRADING
FOLIO FINANCIAL
FUNDSERV
GENUITY / PINNACLE Custody Services
GIC INVEST
IBM BOOK OF RECORD SYSTEMS
IDC
INTERACTIVE BROKERS CANADA
(includes integrated trading interface)
SCOTIA BANK | GLOBAL BANKING AND MARKETS
LAURENTIAN BANK INSTITUTIONAL SERVICES
(includes integrated trading interface)
MERRIL LYNCH
MRS SYSTEMS
MILLENIUM TRUST CO.
MORGAN STANLEY
NATIONAL ADVISORS TRUST COMPANY
NATIONAL BANK CORRESPONDENT NETWORK
(includes integrated trading interface)
NBIN
NORTHERN TRUST CANADA
OLYMPIA TRUST
PINNACLE CUSTODY SERVICES
QUESTRADE
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 BANK CANADA
TD PRIME BROKERAGE
TD WEALTH
UNIVERIS
TD WATERHOUSE INSTITUTIONAL SERVICES
TD DIRECT INVESTING
QUESTRADE INC. (CUSTODY SERVICES)
(includes integrated trading interface)
QTRADE
UBS BANK AND CUSTODY SERVICES
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In alphabetical order

UNITED STATES

AMERITRADE
APEX CUSTODY
BLOOMBERG
CAMBRIDGE INVESTMENT RESEARCH AND CUSTODY SERVICES
COWAN PRIME SERVICES
DAZL (DATA ACCESS ZIP LINK)
DST SYSTEMS / DSS ADVISOR SERVICES INC
FEEX/PONTERA
FIDELITY INSTITUTIONAL / CUSTODY SERVICES
FIRST CLEARING LLC
FOLIO INVESTING SERVICES
GREAT AMERICAN INSURANCE GROUP
HILLTOP
INTERACTIVE BROKERS USA
(includes integrated trading interface)
JEFFERSON FINANCIAL
JP MORGAN CHASE
MANNING & NAPIER
MORGAN STANLEY PRIVATE WEALTH
NORTHERN TRUST USA
PERSHING CUSTODY (A BNY MELLON COMPANY)
RAYMOND JAMES USA
SCHWAB INSTITUTIONAL SERVICES
SCOTTRADE ADVISOR SERVICES
TIAA – CREF FINANCIAL SERVICES
TD AMERITRADE INSTITUTIONAL
(includes integrated trading interface)
TRADE PMR
UNITED PLANNERS FINANCIAL SERVICES
UBS BANK AND CUSTODY SERVICES
WELLS FARGO FINANCIAL SERVICES
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In alphabetical order

INTERNATIONAL

ABCO BOURSE, SENEGAL, AFRICA
BERMUDA COMMERCIAL BANK
CIBC CAYMAN INTL
DEUTSCH BANK

Partners

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