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Your Data at Your Fingertips

Ndex captures financial data from any source – custodian direct feeds, web-portals, PDF statements, custom Excel templates – into one unified application.

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Custodial Feeds & Data Sources

Currently, Ndex aggregates data from hundreds of direct custodial feeds, thousands of websites, and limitless PDF statement uploads. New feeds can be easily added.

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DIRECT CUSTODIAL FEEDS

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WEBSITES

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INVESTMENT ACCOUNTS MANAGED

Our platform captures financial data from any source, including from an industry leading 300+ custodian direct feeds.

AmiPro

Assante

Aviso / Credential / Qtrade

Betterment

BMO

BMO Capital Markets

BMO Institutional Services

BMO Investor Line

BMO Nesbitt Burns

BMO Private Investment Management

BMO Private Wealth

Broadridge Financial Solutions

Canadian Western Trust

CI Investment Services (formerly BBS Securities)

CIBC Capital

CIBC Capital Markets

CIBC Mellon Canada

CIBC Morgan Meighen

CIBC Pender Fund

CIBC Record Keeping

CIBC World Markets Inc.

CIBC World Markets Inc.

Common Wealth Custody

Computershare

Concentra Financial

Cowan Prime Services

Credential Managed Account

Data Access Ziplink

Dataphile

Deposit Broker Services

Desjardins Security

Desjardins Trust

DS Data

Dundee

E*TRADE Advisor Services

Fidelity Clearing Canada

Fidelity Investments

Fidelity Wealth Central

Fix Flyer Trading

Folio Financial

Fundserv

Fundserv Byde Signation Type

Gemini Trust Company

Genuity / Pinnacle Custody Services

GIC Invest

IDC World Insurance Network

IMB Book of Record Systems

Independent Insurance Network

Independent Trading Network

Interactive Brokers Canada

Kyndryl (IBM)

Laurentian Bank

Macquarie Bank

MRS Systems

National Advisors Trust Company

National Bank Trust

National Financial Services LLC

NBIN / National Bank

Northern Trust Company

Olympia Trust

Penson Financial Services Canada

Pinnacle Custody Services

Prime Brokerage TD Securities

Questrade Inc.

Rational Portfolio Manager

Raymond James Canada

Raymond James Financial

Raymond James Ltd.

RBC Private Wealth

RBC Wealth Management Canada

Royal Bank Dexia

Royal Bank Dominion

Royal Bank Investor & Treasury Services

Royal Bank of Canada

Royal Bank of Canada Capital Market

Royal Bank Unitrax

Royal Bank USA Holdco

Scotia McCleod

Scotiabank

Scotiabank Prime Services

Scotiabank Single Currency Amounts

Scotiabank Wealth Management

Scottrade Advisor Securities

SEIC

SGGG Fund Services

TD Bank

TD Direct Investing

TD Prime Brokerage

TD Waterhouse Institutional Services

TD Wealth

UBS Bank Canada

Univeris

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Allbridge

Ameritrade

Apex Custody

Axos Advisor Services

Bloomberg

BMO Harris Bank

Broadridge Financial Solutions

Cambridge Investment Research

CIBC BNY Mellon

Citi Private Bank / Custody Services

Data Access Ziplink (DAZL)

DST Systems

E*Trade

Exeter Trust Company

FeeX Inc. / Pontera

Fidelity Institutional Custody Services

Fidelity Wealth Central

First Clearing LLC

Folio Institutional

Gemini Trust Company

Global Plus System

Goldman Sachs

Great American Insurance Group

Hilltop

Interactive Brokers USA

Jefferson Financial

JP Morgan Securities

Merrill Lynch Wealth Management

Millennium Trust Company

Morgan Stanley Private Wealth Management

MSS Download System

Multi Currency

National Advisors Trust Company

National Financial Services LLC

Nationwide Advisory Solutions

Online Payment Services

Penson Financial Services USA

Raymond James Financial

Raymond James Ltd.

Robert Wilson Baird

Royal Bank US

Schwab Broker Dealer

SEIC

State Street

Tax Exempt Fidelity

TD Ameritrade

Testford Bank

TIAA

TIAA CREF Financial Services

Trade PMR Wells Fargo

Trust Company of America

UBS Emerge

UBS USA

UBS Vestmark Manager

US Bank

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Bermuda Commercial Bank

CIBC Cayman Intl

Deutsch Bank

DS Data

Royal Bank Channel Islands