The accounts of all clients of ModernAdvisor are held at Aviso Financial Inc (formally known as Credential Qtrade Securities Inc.) or CI Investment Services Inc. ("CIIS"). CIIS is a wholly owned subsidiary of CI Financial Corp.

Many investment dealers and credit unions use our custodians to hold their clients’ investment accounts, execute trades, provide tax reporting and other back-office account administration. Both of our custodians are members of the Investment Industry Regulatory Organization of Canada IIROC and the Canadian Investor Protection Fund CIPF