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FUNDcom

Your customers don’t have to switch between different fund supplier websites to keep track of their accounts. Citi’s FUNDcom offering provides a common web-based inquiry system across multiple fund manufacturers.

FUNDcom includes many valuable features, including:

  • Secure online access to customer holdings and related information
  • Transaction data from the previous 18 months
  • Distribution reinvestment instruction details (DRIPs)
  • Pre-authorized chequing details (PACs)
  • Systemic withdrawal plan details (SWP)
  • Systemic switch instruction and dollar-cost averaging details
  • Demographic and registration information

With FUNDcom, a single sign-on enables inquiries against all participating fund manufacturers using standardized screen and responses. At Citi, we have bundled our popular tools and services with the added functionality inherent in FUNDcom. The result is a comprehensive turnkey solution to meet all of your and your customers’ financial services needs.

And, because FUNDcom is PKI-enabled, you can rest assured knowing that all transactions are secure and private.

FundSERV website