List of Automated Data Feeds

Financial institutions with direct data feed integrated with Canopy

Financial InstitutionPrivate ClientsExternal Asset Managers
Asset Vantage (US)YesYes
Bank of Singapore (SG, HK)YesYes
Bank J. Safra Sarasin (CH)-Yes (using a third party provider - Cofex, additional fees may apply)
Baumann & Cie Banquiers Basel (CH)Yes-
BNP Paribas (CH)Yes-
Bordier & Cie (CH)-Yes
Bitstamp (US)Yes (API connection to get raw data)Yes (API connection to get raw data)
Citibank^ (SG, HK, US, Jersey^, UK^)YesYes
Charles Schwab (US)-Yes (A third party program to get files)
Credit Agricole Indosuez (SG)-Yes
Credit Suisse (SG, HK)Yes (Client must sign up for a free Canopy Lite account with CS)Yes
Credit Suisse^ (CH, UK^)Yes
(PsN, API connection to get files)
(PsN, API connection to get files)
Corner Bank (CH)WIP-
DBS (SG)YesYes
Deutsche Bank (LU, CH)-Yes
Edmond de Rothschild-WIP
EFG (SG, HK & CH)-Yes
Fidelity (US)-Yes
Globalance Bank (CH)-Yes
Goldman Sachs^ (SG, HK, DE, US, UK^)YesYes
Helvetische Bank (CH)-WIP
iFast (HK, SG)-Yes
Interactive Brokers (US, HK, Ireland)YesYes
Intesa San Paolo (IT)Yes-
JP Morgan (SG, HK, US, CH)Yes-
Julius Baer (SG, HK)-Yes
Julius Baer (CH)Yes-
Lombard Odier^ (CH, UK^)-Yes
Merrill Lynch (US)-Yes
Morgan Stanley (US)-Yes
LGT (SG, HK)-Yes
Pictet^ (SG, CH, UK^)YesYes
Northern Trust (US)-WIP
Neue Bank (LI)-Yes
Rabobank (NL)-WIP
Saxo Bank (SG)YesYes
SYZ (CH)Yes-
Thurgauer Kantonalbank (CH)Yes-
Union Bancaire Privée (HK,CH)-Yes
(UBS AssetLink)
(UBS AssetLink)
UBS (SG)Yes (additional fees may apply)
(UBS AssetLink)
(UBS AssetLink)
Van Lanschot (CH)-Yes
Vontobel (SG)-Yes
Zurcher Kantonalbank (CH)Yes (API connection to get files)-

In addition, Canopy has more than 12,000 data feeds for North American, South American and German Financial Institutions available through affiliates. Drop us an email at [email protected] to request for the full list of custodians.