CUSTODIANS INTEGRATIONS
Stop moving files by hand.
Automatic delivery
Every custodial document lands in the right vault, with no downloading or re-uploading.
Organized on arrival
Account, client, document type and period applied on ingest.
Audited end to end
Every batch tracked, with a full audit trail.
Custodians we connect with.
SchwabAutomate and centralize delivery of Schwab custodial documents directly into client vaults.- Custodial documents into client vaults
- Built for advisors on Schwab
- Statements, tax forms and reports
CI Investment ServicesAutomate and centralize delivery of CIIS statements, tax slips and trade confirms to clients.- Statements, tax slips and trade confirms
- Centralized delivery to clients
- Built for Canadian dealers
NBINAutomate and centralize delivery of NBIN statements, tax slips and trade confirms to clients.- Statements, tax slips and trade confirms
- Automated, centralized delivery
- Built for Canadian dealers
Axos Advisor ServicesAutomate and centralize delivery of Axos statements and custodial documents to clients.- Statements and custodial documents
- Automated client delivery
- Built for RIAs
Fidelity Clearing Canada (FCC)Automate and centralize delivery of FCC statements, tax slips and custodial documents to clients.- Statements and custodial documents
- Automated client delivery
- Built for Canadian dealers
Use cases this unlocks.
8.82/10Highest Ezra Group integration score in Client File Sharing.Custodian integration questions, answered.
Which custodians does FutureVault integrate with?
Schwab, CI Investment Services, NBIN, Axos Advisor Services and Fidelity Clearing Canada (FCC).
Which documents are delivered?
Statements, reports, tax forms and tax slips, and trade confirms, depending on the custodian.
How fast is delivery?
FutureVault delivers up to 350,000 files an hour at peak, with every batch tracked and audited.
Does FutureVault replace our CRM or document management system?
No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.