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 management 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)

Management Company CodeManagement Company Name
AGFAGF Management
ASHAlignvest Student Housing Inc.
AZLAllianz Life Insurance Company of North America
ATFAltema Asset Management Inc.
ATIAltrust Investment Solutions Inc.
AMRAmur Capital Management Corporation
ABMAntrim Investment Ltd.
AHPArrow Capital Management Inc.
ARYAryeh Capital Partners Canada, LP
BMIBarrantagh Investment Management Inc.
BEDBedford Park Capital Corp.
BTGBeutel, Goodman & Company Ltd
BSDBlack Swan Dexteritas Inc.
BMGBMG Management Services Inc.
BGCBristol Gate Capital Partners Inc.
CFMCanso Fund Management Ltd.
CIPCelernus Investment Partners Inc.
CCOChapelGate Credit Opportunity Canadian Funds
CIGCI Investments
CCLConnor, Clark & Lunn Investment Management Ltd.
CGFCounsel Portfolio Services Inc.
CROCrocus Investment Fund
AGLCWB Wealth Management Ltd
DKCDeans Knight Capital Management Ltd.
DCADelbrook Capital Advisors Inc.
DFADimensional Fund Advisors Canada Inc.
DMIDixon Mitchell Investment Counsel Inc.
DYNDynamic Funds
EQTeQuaTe Asset Management Inc.
EMCEwing Morris & Co. Investment Partners Ltd.
FIDFidelity Investments Canada ULC
ACMFiera Capital Corporation
AFMFiera Capital Corporation
TMLFranklin Templeton Investments Corp.
FORForge First Asset Management Inc.
FAMFulcra Asset Management Inc.
GCFGalibier Capital Management Ltd.
GTAGentai Capital Corporation
GCMGenus Capital Management Inc.
GOFGolden Opportunities Fund Inc.
GCGGuardian Capital LP
HLAHamilton Lane (Canada) LLC
HARHarmony
HGCHGC Investment Management Inc.
IACIA Clarington GIF
CCMIA Clarington Investments Inc.
IBVIBV Capital Ltd.
IPFInvestment Partners Fund
AIMInvesco Canada Ltd./Invesco Canada Ltée
ATSInvesco Canada Ltd./Invesco Canada Ltée
ICCInvico Capital Corporation
JRFJarislowsky Fraser Limited
KWCKingwest & Company
KJHK.J. Harrison & Partners Inc.
KVCKV Capital Inc.
LPALawrence Park Asset Management Ltd.
DAMLDIC INC.
LUMLumen Asset Management Inc.
LYZLysander Funds Limited
MFCMackenzie Financial Corporation
MRDMackenzie Financial Corporation
MMIMagenta Capital Corporation
MOUManitou Investment Management Ltd.
MMFManulife Asset Management Limited
MIPManulife Investments
MATMatco Financial Inc.
ROMMcLean Asset Management Ltd.
FQLMetric Asset Management Limited Partnership
MCOMCOCI Mortgage Company of Canada Inc. MIC
NBCNational Bank Investment Inc.
NPTNewport Private Wealth Inc.
NECNext Edge Capital Corp.
NWMNicola Wealth Management Ltd.
IAMNinety One Guernsey Limited
OPOOptimize Inc.
OPIOptimum Asset Management Inc.
WOFPenderfund Capital Management Ltd.
PICPicton Mahoney Asset Management
RBFRBC Funds
RHFRosalind Advisors, Inc.
ACNReSolve Asset Management Inc.
RICRomspen Investment Corporation
RMIRyan Mortgage Income Fund Inc.
CCPSaskWorks Venture Fund Inc.
PCASEI Investments Canada Company
MCBThe Manufacturers Life Insurance Company
MCPThe Manufacturers Life Insurance Company
MGEThe Manufacturers Life Insurance Company
MGFThe Manufacturers Life Insurance Company
MGSThe Manufacturers Life Insurance Company
MIFThe Manufacturers Life Insurance Company
MLCThe Manufacturers Life Insurance Company
MLPThe Manufacturers Life Insurance Company
MPBThe Manufacturers Life Insurance Company
MPPThe Manufacturers Life Insurance Company
MPSThe Manufacturers Life Insurance Company
MRPThe Manufacturers Life Insurance Company
MSEThe Manufacturers Life Insurance Company
SLIThe Manufacturers Life Insurance Company
PIFMercer Global Investments Canada Limited
CYGOCP Fund Management LP
PMAPerennial Asset Management Corp.
PMCPIMCO Canada Corp.
PREPresima Inc.
RLIRBC Dominion Securities Inc.
SSPScotia Capital Inc.
SLCStarlight Capital
MAXThe Quadrus Group of Funds
TECThird Eye Capital Management Inc.
TPMTriasima Portfolio Management Inc.
VPIValue Partners Investments Inc.
VIMVancity Investment Management Limited
WCOWealthco Asset Management Inc.
YAMYorkville Mutual Fund Corporations

messageserv Participants (Distributors)

Distributor CodeDistributor Company Name
7957Amerity Wealth Management Inc.
3156Armstrong & Quaile Insurance Agency
9721Assante Capital Management
3342Assante Estate & Insurance Services
7646Assante Financial Management
9185BMO Nesbitt Burns Inc.
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.
7934CF2G Investissement Inc.
7769Conseils et investissements Fonds FMOQ Inc.
9752Courtage Direct Banque Nationale Inc.
7802Desjardins Cabinets de services financiers inc.
9184De Thomas Wealth
7587Excel Gestion Privée
7891Excel Gestion Privée
7730Excel Private Wealth 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.
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.
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
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.
9356Valeurs Mobilières Desjardins
7956Wealthforce Inc
7914Whitehaven Securities
9181Worldsource Financial Management
9638Y.I.S

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