List of Automated Data Feeds

Financial institutions with direct data feed integrated with Canopy

Financial Institution

Private Clients

External Asset Managers

Bank of Singapore (SG, HK)

Yes

Yes

BNP Paribas (CH)

Yes

Bank J. Safra Sarasin (CH)

Yes (using a third party provider - Cofex, additional fees may apply)

Bordier & Cie (CH)

Yes

CIMB (SG)

Yes

Citibank^ (SG, HK, US, Jersey^, UK^)

Yes

Yes

Charles Schwab (US)

Yes

Credit Agricole Indosuez (SG)

WIP

Credit Suisse (SG, HK)

Yes (Client must sign up for a free Canopy Lite account with CS)

Yes
(PsN)

Credit Suisse^ (CH, UK^)

Yes
(PsN)

Yes
(PsN)

Cowen

Yes

Corner Bank (CH)

WIP

DBS (SG)

Yes

Yes

Deutsche Bank (LU, CH)

WIP

Edmond de Rothschild

WIP

EFG (SG, HK & CH)

Yes

Fidelity (US)

Yes

Globalance Bank (CH)

Yes

Goldman Sachs^ (SG, HK, DE, US, UK^)

Yes

Yes

HSBC (CH)

Yes

Helvetische Bank (CH)

WIP

iFast (HK, SG)

Yes

Interactive Brokers (US, HK, Ireland)

Yes

Yes

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

Morgan Stanley (US)

Yes

LGT (SG, HK)

Yes

Pictet^ (SG, CH, UK^)

Yes

Yes

Northern Trust (US)

WIP

Neue Bank (LI)

Yes

Rabobank (NL)

WIP

Saxo Bank (SG)

Yes

Yes

SYZ (CH)

Yes

SEBA (CH)

WIP

Thurgauer Kantonalbank (CH)

Yes

Union Bancaire Privée (HK,CH)

Yes

UBS (CH)

Yes
(UBS AssetLink)

Yes
(UBS AssetLink)

UBS (SG)

Yes (additional fees may apply)
(UBS AssetLink)

Yes
(UBS AssetLink)

Van Lanschot (CH)

Yes

Vontobel (SG)

Yes

Zurcher Kantonalbank (CH)

Yes

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.


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