Communication & Inquiry

Secure communication between members and 24/7 inquiry across Manufacturer transfer agency systems.

Centralized Account Inquiry 

myserv is Fundserv’s centralized, secure, account inquiry web tool that enables Advisors, Assistants, and Distributor head-office staff to access investor account information from hundreds of Manufacturers at any time, through any device.

Distributors can access a variety of data points in real-time, including:

  • Investor data
  • Account holdings
  • Transaction history
  • Redemption schedules and calculations
  • Tax receipts


Secure Communications 

messageserv is our free, secure, and easy-to-use communication solution for the investment fund industry. messageserv automates manual fax communications between financial institutions, allowing Fundserv members to relay messages quickly and securely.

By offering a direct line-of-sight to submitted issues, as well as a built-in audit trail of user interactions, messageserv provides faster resolution of several processing tasks, including the handling of “Not In Good Order” errors, transfer and settlement documents, estates, and other general inquiries.

messageserv Participants (Manufacturers)

messageserv Participants (Distributors)

Distributor CodeDistributor Company Name
9953Addington Financial
7957Amerity Wealth Management Inc.
3156Armstrong & Quaile Insurance Agency
9721Assante Capital Management
3342Assante Estate & Insurance Services
7646Assante Financial Management
7950Belay Wealth Inc.
7951Belay Wealth Inc.
9185BMO Nesbitt Burns Inc.
7555BMO Trust Company
3436Cabinet d’assurance Banque Nationale
9952CABN Placements Inc.
3054Canfin Capital Group Inc.
9959Canfin Magellan Investments Inc.
3821Carte Financial Services Inc.
3565Carte Risk Management Inc.
7821Carte Wealth Management Inc.
7970Carte Wealth Management Inc.
7934CF2G Investissement Inc.
9280CIBC World Markets Inc.
7769Conseils et investissements Fonds FMOQ Inc.
9752Courtage Direct Banque Nationale Inc.
9220Desjardins Financial Security Investments Inc.
9184De Thomas Wealth
7587Excel Gestion Privée
7891Excel Gestion Privée
7730Excel Private Wealth Inc.
9854Fernhill Financial Corporation
7673Fidelity Clearing Canada ULC
7862Fidelity Clearing Canada ULC
7904Fidelity Clearing Canada ULC
7930Fidelity Clearing Canada ULC
7982Fidelity Clearing Canada ULC
9030Fidelity Clearing Canada ULC
3268Financial Horizons Inc.
9840Funds Direct Canada Inc.
7871Girard Investor Services Inc.
7673GMP Securities L.P.
7597GP Wealth Management Corporation
7817Groupe Cloutier Investissements Inc.
3162Groupe Financier Horizons
3465Groupe Financier Horizons
7695HSBC InvestDirect Inc. c/o NBCN
9153Hub Capital Inc.
9935Hub Capital Inc.
3009Hub Financial
3075Hub Financial
3087Hub Financial (BC) Inc.
3119Hub Financial Inc.
3415Hub Financial Inc.
3130Hub Financial (Prairies) Inc.
7923Industrial Alliance Securities Inc. c/o NBCN
3377IPC Estate Services Inc.
7752IPC Investment Corporation
9595Keybase Financial Group Inc.
3744Keybase Insurance Agency Ltd.
9744Keybase Financial Group Inc.
3444Life Management Financial Group Ltd.
9010Mackie Research
3490Mackie Research
7741Mérici Services Financiers Inc.
7620Monarch Wealth
9112Multi Courtage Capital Inc.
3143Multi Courtage
9135National Bank Financial Inc.
9139National Bank Financial Ltd.
9822NBCN 9822
9077NBCN
3510Ontario East Insurance Agency Ltd.
3340Paradigm Financial Advisors (North) Inc.
3451Paradigm Financial Advisors Inc.
7907Portfolio Strategies Corporation
9499Portfolio Strategies Corporation
9917Quadrus Investment Services Ltd.
3224Queensbury Insurance Brokers Inc.
9726Queensbury Strategies Inc.
7900Questrade Inc.
9535Security Financial Services & Investment Corp
3020Sentinel Financial Management Corp.
9775Sentinel Financial Management Corp.
7641Shah Financial
3257Sterling Insurance Agency Limited
9209Sterling Mutuals Inc.
9823Sterling Mutuals Inc.
7897TD Waterhouse Private Investment Counsel Inc.
9356Valeurs Mobilières Desjardins
7956Wealthforce Inc
3851WCS Financial Services Inc.
7914Whitehaven Securities
9181Worldsource Financial Management

Ready to learn more or get started with Fundserv? Connect with a member of our team!