PDF Conversion List

Below is a list of institutions supported for pdf document conversion. Within each institution there may be variations in the way information is laid out therefore changes need to be verified and or mapped for accuracy

A
  • Acker Finley
  • Algonquin Capital
  • Allianz
  • Alliance Bernstein
  • Aligned Capital
  • Assante Wealth Management B
B
  • Bainco
  • Bank of America
  • Barrantagh Investment Management
  • BBR Partners
  • Beta Capital
  • Bloombergsen Investment Partners
  • BMO Direct Investing
  • BMO Financial Group (BMO Bank RRSP & TFSA)
  • BMO Harris PP Statement
  • BMO Harris PP Transactions
  • BMO lnvestorline
  • BMO Nesbitt Burns
  • BMO Private Banking
  • BMO Private Investment Counsel
  • BNY Mellon
  • Brandt Securities Ltd.
  • Bridging Finance
  • Burgundy Asset Management

**Consolidated statements from BMO are NOT supported**

C
  • C.I. Investment Services
  • Canada Life Assurance Company
  • Canaccord Genuity
  • Canso Investment Counsel
  • CGOV Asset Management
  • Charles Schwab
  • CIBC Investor Services (Eng & Fr) CIBC
  • Private Investment Counsel CIBC
  • Private Wealth Management CIBC Securities
  • CIBC Wood Gundy
  • Cidel Wealth Management CitiBank- Private Banking
  • Connor, Clark & Lunn Private Capital
  • Cougar Global Investments Credential Direct
  • Credential Securities
  • Credit Mutuel (France)
  • Credit Suisse
  • Cumberland Private Wealth
  • Management
D
  • Desjardins Valeurs Mobilieres (Fr)
  • Desjardins Wealth Management (Eng & Fr)
  • Dubeau Capital
E
  • East West Investment Management
  • Echelon Wealth Partners Edgepoint Wealth
  • Edward Jones
  • Eterna
F
  • Fidelity Investments
  • Fiera Capital (Eng & Fr)
  • Fiduciary Trust
  • FundEx
  • First Republic Securities Company
  • Formula Growth
G
  • GMP FirstEnergy (formerly FirstEnergy Capital)
  • Gilder Gagnon Howe & Co. (GGHC)
  • Goldman Sachs
  • Guardian Capital
H
  • HarbourFront Wealth Management
  • Hartford (The Hartford) Haywood
  • Securities Hazelview Investments
  • Hollis Wealth (Eng & Fr)
  • HSBC lnvestDirect
I
  • Industrial Alliance ING (Eng & Fr)
  • Investors Group
  • Interactive Brokers (Canada & USA)
J
  • Jarislowsky Fraser (Eng & Fr)
  • John Hancock
  • JP Morgan
K
  • KingWest & Company
  • Kingset Capital
L
  • Laurentian Bank Discount Brokerage
  • Laurentian Bank Securities
  • Leed Jones Gable
  • Letko Brosseau
M
  • MacDougall, MacDougall & MacTier (3Macs)
  • Macquarie Private Wealth
  • Manulife Securities
  • Mass Mutual
  • Mateo
  • MCap
  • McLean & Partners
  • MD Direct Trade
  • MD Financial
  • MD Management
  • Merrill Lynch – Private Banking &
  • Investment Group Mirabaud
  • Midwest Trust Company
  • Morgan Stanley
N
  • National Bank Independent Network (NBIN) (formerly Correspondents Network NBCN)
  • National Bank Financial (Financiere Banque Nationale) (Eng & Fr)
  • National Bank Private Banking 1859
  • National Bank Trust
  • National Bank Wealth Management
  • Nationwide
  • Next Edge Capital
O
  • Odium Brown
  • Opus Wealth Management
  • OwensMacFadyenGroup (OMG)
P
  • Pembroke
  • People’s United Wealth Management
  • Peters & Co. Ltd
  • Pier 21
  • PI Financial
  • PWL Capital
Q
  • QTrade Advisor
  • Quadrus (Fr)
  • Questrade
R
  • Raymond James (incl. 3Macs Raymond James)
  • Raymond James (USA)
  • Richardson GMP (Eng & Fr)
  • RBC Direct Investing (Eng & Fr)
  • RBC Dominion Securities (Eng & Fr)
  • RBC Investor & Treasury Services
  • RBC Investor Services
  • RBC Managed Portfolios
  • RBC PH&N (Eng & Fr)
  • RBC PH&N Investment Counsel
  • Rothenberg Capital Management
  • Royal Mutual Funds (Eng & Fr)
  • Ruane, Cunniff & Goldfarb
S
  • Sage Trader (USA)
  • Scotia McLeod (Scotia Wealth) (Eng & Fr)
  • Scotia PIC 1832 Asset Mgmt (Scotia Wealth)
  • Scotia iTrade
  • Scotia Wealth Management Sherbrooke
  • Street Capital
  • Sprott Capital
  • Stifel
  • Stonegate Private Counsel
  • Sun America
  • Sun Life Financial
T
  • TD Ameritrade (Institutional)
  • TD Direct Investing (Eng & Fr)
  • TD Private Investment Counsel TD
  • Wealth (Eng & Fr)
  • Triasima
  • Turtle Creek Asset Management
U-W
  • UBS AG (USA)
  • UBS Bank (Canada)
  • Vision Capital
  • Watt Carmichael
  • Wells Fargo Advisers WorldSource
  • Financial Mgmt Worldsource Securities Inc

Last updated: 24/10/2022
Contact us for a full list.

For any new institution please contact support@artiffex.com. Please prepare a sample set of 12 consecutive monthly statements in original PDF format (unencrypted, non print-to-pdf) as they will be required for mapping purposes.

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