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Tools and Training

Fundserv is a business to-business electronic network with world-class transactions processing applications, servicing the Canadian investment industry.


Fundserv offers traditional instructor-led training for groups of all sizes free of charge.  Courses are designed to help employees learn more about our processes and applications. Let us work with you to set course goals that meet your organization’s needs.

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Technical Support

Our Technical Support team is committed to providing the best start-to-finish assistance for new and existing customers.

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Fundserv provides a variety of fund company query and reporting tools including myserv and Browser Based Inquiry.

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Standards Adherence

Establishes a consistent set of terms across the industry for the processing of transactions.

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Industry Reports & Agreements

Centralized repository for industry agreements and reports (EPA, Pre-Authorized Debits, NR Agreement, FATCA/FATCA Firm Acknowledgement,  e-signature Agreement, and Service Schedule).

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