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Homepage - Fundserv Inc Fundserv connects the Canadian investment industry through reliable technology services that enable secure and automated transaction of business on a centralized network Learn more
About Us - Fundserv Inc Fundserv is the indispensable connectivity hub for the Canadian investment industry Headquartered in Toronto, we electronically connect Manufacturers, Distributors, and Intermediaries, enabling them to buy, sell, and transfer investment funds
Contact Us - Fundserv Inc Interested in learning more about Fundserv? Looking for the best contact for your question? Choose from the following options—we can’t wait to hear from you!
Fund Profiles - Fundserv Inc Fundserv’s fund profile lookup allows members to search all active funds on our network by Manufacturer and characteristic and export to CSV Clear
Become a Member - Fundserv Inc Become a Fundserv member as a Distributor, Intermediary, Manufacturer, or Service Provider and access a centralized network used by more than 700 organizations across the Canadian investment industry
Trading Reconciliation - Fundserv Inc Fundserv supports the reconciliation of both Financial and Non-Financial Transactions through settlement-contract matching, as well as a confirmation of each order On a monthly basis, Manufacturers share account positions and investor demographic data points
Who We Connect - Fundserv Inc Distributors are financial institutions with advisors who buy, sell and transfer investment funds on behalf of investors Through our network, they have access to products from more than 400 institutions who manufacture funds for the Canadian investment industry
Industry Resources - Fundserv Inc Fundserv’s Standards establish a consistent set of terms across the industry for seamless and successful processing of transactions We enforce adoption and adherence to the Standards so members can count on benefitting from this consistent approach Learn more
Services - Fundserv Inc Our services reduce time, cost and risk involved with placing and reconciling transactions and calculating and facilitating net settlements Our services also foster collaboration by providing a secure platform for inquiries between Fundserv members and Manufacturer transfer agency systems
Technical Support - Fundserv Inc Fundserv’s Technical Support team is available Monday to Friday from 8 am to 6 pm, ET 1-800-267-3526 tech@fundserv com Please Note: During regular business hours, emails will be acknowledged within one hour If your inquiry is urgent, call the phone number above