Unitholder Recordkeeping
CIBC Mellon provides you with immediate real-time access to your unitholder records through a user-friendly web-based channel. Key features and benefits include:
- Ability to view account holdings, pending transactions, account information and client demographics.
- Electronic unitholder account statements for direct delivery to your clients, which can be printed or saved in HTML format.
- Security of client account information through use of 128-bit encryption in transmission of information between our database and your back office. CIBC Mellon also regularly backs up this client data for greater peace of mind.
- A toll-free Help Desk is available between 8 a.m. and 6 p.m. ET, Monday to Friday, at 1-888-439-2457.