FUNDcom

A secure web-based application, FUNDcom grants users access to client information across multiple manufacturers. With a single Login ID and password, you can view account balances, transaction history, demographic information, and guaranteed withdrawal amounts for segregated funds. 

FUNDcom also offers a redemption calculator to help determine potential deferred sales charges and 10% free amounts.

Your searches are queried directly to each manufacturer’s database and contain information on all transactions including those placed outside of FundSERV.