Your Data at Your Fingertips
Data Aggregation
Ndex captures financial data from any source – custodian direct feeds, web-portals, PDF statements, custom Excel templates – into one unified application.
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.
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
Allbridge *
Ameritrade
Apex Custody
Axos Advisor Services
Bloomberg
BMO Harris Bank
Broadridge Financial Solutions *
Cambridge Investment Research *
CIBC BNY Mellon
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
Bermuda Commercial Bank
CIBC Cayman Intl
Deutsch Bank
DS Data
Royal Bank Channel Islands
Last updated: 16/11/2023
Contact us
for a full list of custodians.
*Includes integrated trading interface
*Broker dealer feed
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