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 Partners inc.
- Apex Funds
- Assante Wealth Management
B
- Bank of America
- Barrantagh Investment Management Inc.
- BBR Partners LLC
- Beta Capital
- Bloombergsen Investment Partners
- BMO adviceDirect
- BMO Direct Investing
- BMO Financial Group
- 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
- B2B Bank
**Consolidated statements from BMO are NOT supported**
C
- C.I. Investment Services
- Canada Life Assurance Company
- Canaccord Genuity
- Canso Investment Counsel
- Cerity Partners (formerly Bainco)
- Charles Schwab
- CIBC Investor Services
- Private Investment Counsel CIBC
- Private Wealth Management CIBC Securities
- CIBC Wood Gundy
- CIBC Mellon
- CIBC Mellon Canada
- Cidel Wealth Management
- CitiBank – Private Banking
- Connor, Clark & Lunn Private Capital
- Cortland Credit
- Cougar Global Investments
- Credential Securities
- Credit Suisse
- Cumberland Private Wealth
D
- Desjardins Wealth Management
- Dubeau Capital
E
- East West Investment Management
- Echelon Wealth Partners
- Edward Jones
- Empire Life
- Eterna
F
- Fidelity Investments
- Fiera Capital
- Fiduciary Trust Canada
- FundEx
- First Republic Securities Company
- Formula Growth Limited
- Foster & Associates
G
- GGHC
- GMP FirstEnergy (formerly FirstEnergy Capital)
- Gilder Gagnon Howe & Co. (GGHC)
- Goldman Sachs
- G Research
- Guardian Capital
H
- HarbourFront Wealth Management
- Haywood Securities
- Hollis Wealth
- HSBC lnvestDirect
- Hamilton Lane
- Harmonic Fund Services
- HighView Financial Group
- Hillsdale Investment Management
I
- Industrial Alliance ING
- IG Wealth Management
- Interactive Brokers (Canada & USA)
- Investia Financial Services
J
- Jarislowsky Fraser
- John Hancock
- JP Morgan
K
- KingWest & Company
- Kingset Capital
- KJ Harrison
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 ExO Direct
- MD Financial Management
- MD Management
- Merrill Lynch – Private Banking &
- Investment Group Mirabaud
- Midwest Trust Company
- Montrusco Bolton
- Morgan Stanley
N
- National Bank Independent Network (NBIN) (formerly Correspondents Network NBCN)
- National Bank Financial
- National Bank Private Banking 1859
- National Bank Trust
- National Bank Wealth Management
- Nationwide
- Next Edge Capital
O
- Odium Brown
- Opus Wealth Management Group
- Owens MacFadyen Group
P
- PBY Capital
- Peak Investment Services
- Pembroke
- People’s United Wealth Management
- Peters & Co. Ltd
- Pier 21
- PI Financial
- Pimco Canada
- PWL Capital
Q
- QTrade Advisor
- Quadrus
- Questrade
R
- Raymond James (incl. 3Macs Raymond James)
- Raymond James (USA)
- Richardson GMP
- RBC Direct Investing
- RBC Dominion Securities
- RBC Investor & Treasury Services
- RBC Investor Services
- RBC Managed Portfolios
- RBC PH&N
- RBC PH&N Investment Counsel
- RBC Private Banking
- RBC Royal Bank – Mutual Funds
- Romspen
- Rothenberg Capital Management
- Ruane, Cunniff & Goldfarb
S
- Sage Trader (USA)
- Scotia Wealth Management
- Scotia 1832 Asset Management
- ScotiaTrust
- Scotia iTrade
- Sherbrooke Street Capital
- Sprott Capital
- Stifel
- Stonegate Private Counsel
- Sun America
- Sun Life Financial
T
- TD Ameritrade (Institutional)
- TD Direct Investing
- TD Private Investment Counsel TD
- TD Wealth – Private Investment Councel
- Triasima
- Turtle Creek Asset Management
U-W
- UBS AG (USA)
- UBS Bank
- Venator Capital Management
- Vision Capital
- Watt Carmichael
- Wellington Altus Private Wealth
- Wells Fargo
- William Treaty Trust
- WorldSource
Last updated: 2/12/2022
Contact us for a full list.
If a wealth manager or financial institution is currently unsupported by Artiffex, we require a sample set of 12 consecutive monthly statements in original PDF format to map them to our application. The PDF statements must be unencrypted, not scanned or print-to-pdf. Once received we require approximately 10 business days to add the new institution to our custodial library.
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