Supported Custodians, Carrying Brokers and Processing Systems

 

 

Below is a list of Custodians, Carrying Brokers, Trusts, and Data Processing Systems that Ndex currently interfaces with. If your Custodian or Service Provider is not on this list, please contact us and we will make arrangements to connect them to Ndex and begin receiving your data within 21 days.

  

 

CANADA

 

B2B – LAURENTIAN BANK (includes integrated trading interface)

BANK OF MONTREAL  

BMO INVESTOR LINE
BMO NESBITT BURNS

BMO INSTITUTIONAL SERVICES

BROADRIDGE FINANCIAL SOLUTIONS (includes integrated trading interface)

BBS SECURITIES INC. / VIRTUAL BROKERS (includes integrated trading interface)

CANADIAN WESTERN TRUST

CIBC MELLON CANADA

CONCENTRA FINANCIAL

CREDENTIAL SECURITIES

DATAPHILE

FIDELITY CLEARING CANADA (includes integrated trading interface)

GENUITY / PINNACLE  Custody Services

FUNDSERV

IBM BOOK OF RECORD SYSTEMS

INTERACTIVE BROKERS CANADA (includes integrated trading interface)

http://institutions.interactivebrokers.com/The Marketplace@IB  

See: Software Tools, Reporting & Tax Tools

 

LAURENTIAN BANK INSTITUTIONAL SERVICES (includes integrated trading interface)

MRS SYSTEMS

NATIONAL BANK CORRESPONDENT NETWORK (includes integrated trading interface)

OLYMPIA TRUST

QUESTRADE INC. (CUSTODY SERVICES) (includes integrated trading interface)

QTRADE 

RATIONAL PORTFOLIO MANAGER (RPM)

RAYMOND JAMES

ROYAL BANK OF CANADA

RBC CAPITAL MARKETS PRIME BROKERAGE

RBC DEXIA

RBC DOMINION

RBC PRIVATE WEALTH

RBC UNITRAX

RBC WEALTH MANAGEMENT CANADA

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

 

 

USA

  

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.

FIDELITY INSTITUTIONAL SERVICES

INTERACTIVE BROKERS USA (includes integrated trading interface)

JP MORGAN CHASE

MANNING & NAPIER

MORGAN STANLEY PRIVATE WEALTH

PERSHING CUSTODY (A BNY MELLON COMPANY)

SCHWAB INSTITUTIONAL SERVICES

SCOTTRADE ADVISOR SERVICES

TD AMERITRADE INSTITUTIONAL (includes integrated trading interface)

http://www.tdainstitutional.com/supporting-rias/innovative-technology.page#&&3=veo&&4=integrated-solutions

Find us under: Portfolio Management Systems

AMT announcement (May 2013)

 

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

 

CIBC CAYMAN INTL

BERMUDA COMMERCIAL BANK

 
 

  

NEWS

 

TD Ameritrade Institutional - Ndex Integration Video 

 

 

 

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Ndex is now a member of Interactive Brokers

 

Ndex is pleased to announce that it is now a member of “The Marketplace@IB”, a community that brings together third parties who have products and services to offer to Interactive Brokers customers. IB is the latest Broker Dealer to offer connection to Ndex’s “Portfolio Management Platform”.

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