Frequently Asked Questions

There are no fees associated with a Fund Library account.

To become a Fund Library member:

• Click on the “Join today” link at the top of any Fund Library webpage.
• Enter a valid email address in the space provided.
• Enter a password in the space provided – passwords must be a minimum of eight (8) characters in length and contain at least one number.
• Re-enter your password where indicated to verify your previous entry.
• Accept the Terms and Conditions of use of Fund Library (these can be reviewed through the link provided).
• Accept the Privacy Policy of Fund Library (these can be viewed using the provided link).
• Click on the “Sign Up” button.
• In the next screen, indicate whether you would like to receive electronic communications from Fund Library.
• Indicate whether you are interested in receiving electronic communications from third parties associated with Fund Library.
• Click on the “Next” button.
• A confirmation email will be sent to the email address you provided in Step 2 above.
• In the confirmation email, click the “Activate Account” link, or copy and paste the URL into your browser, and Sign In using the email address and password you used to join.

To sign in to your Fund Library account:

• Click on the “Sign In” button located at the top of any of the Fund Library webpages.
• Enter the email address you provided when you registered with Fund Library.
• Enter the password you created to access Fund Library.
• Click on the “Submit” button.

To change your password:

• Sign In using the button at the top of any Fund Library webpage.
• Click the “Account Info” button located at the top of the webpage.
• In the “Change Password” section, click the “Edit” button.
• Enter your new password in the “New Password” field and again in the “Confirm Password” field.
• Passwords must contain at least one numeral and be eight (8) or more characters in length.
• Click the “Save” button.
• A confirmation email will be sent to your email address.

To delete your Fund Library account:

• Sign In using the button at the top of any Fund Library webpage.
• Click the “Account Info” button located at the top of the webpage.
• In the “Delete my Account” section, click the “Permanently Delete my Account” button.
• A pop-up window will appear where you will be asked to confirm the request by clicking the “Permanently Delete my Account” button.
• Note: This is a permanent action that deletes your account and all its associated data, including My List. Should you wish to re-join Fund Library in the future, you will need to sign up as a new member.
• A confirmation email will be sent to your email address.

To stop receiving email communications from Fund Library and/or associated third parties:

• Sign In using the button at the top of any Fund Library webpage.
• Click the “Account Info” button located at the top of the webpage.
• In the “Notifications” section, click the “Edit” button.
• Uncheck the box for “I would like to receive electronic messages from Fund Library” in order to not receive electronic communications. Note: This action will also prevent you from receiving the Essentials Update newsletter from Fund Library.
• Uncheck the box for “I would like to receive electronic messages from Advertisers or other Third Parties through Fund Library” to not receive electronic communications.
• Click the “Save” button.
• In the event you should change your mind, you can repeat these steps and check the boxes in order to receive electronic messages from Fund Library and/or third parties associated with Fund Library.

To start receiving email communications from Fund Library, such as the Essentials Update newsletter, and/or from associated third party communications:

• Sign In using the button at the top of any Fund Library webpage.
• Click the “Account Info” button located at the top of the webpage.
• In the “Notifications” section, click the “Edit” button.
• Check the box for “I would like to receive electronic messages from Fund Library.”
• Check the box for “I would like to receive electronic messages from Advertisers or other Third Parties through Fund Library.”
• Click the “Save” button.
• In the event you should change your mind, you can repeat these steps and uncheck the boxes in order to stop receiving electronic messages from Fund Library and/or third parties associated with Fund Library.

To create a new portfolio in My Portfolios:

• Be sure to sign in. If you do not have a user ID and password, please join Fund Library.
• Once signed in, go to Tools (in the navigation bar) and My Portfolios.
• Select “New Portfolio.”
• In the pop-up window, enter a portfolio name, select the currency (CAD/USD), and select “Create.”
• To enter portfolio holdings, select “New Transaction.”

To create a list of funds/securities you’re interested tracking using “My List”:

• Sign In using the button at the top of any Fund Library webpage. If you are not already a member with Fund Library, you will need to join (see instructions above).
• When viewing a Detail Page for an individual mutual fund, ETF, or stock, click the “+ Add to My List” button. That item will be added to your My List.
• Whenever you Sign In, My List is visible.

To view “My List”:

• Sign In using the button at the top of any Fund Library webpage.
• “My List” appears. (If you are viewing Fund Library on a mobile device, you will need to scroll down.)

Mutual fund information on Fund Library is sourced from Fundata Canada databases. Funds not appearing or data not updated in those databases will not appear or be updated on Fund Library. For more information go to www.fundata.com.

ETF information appearing on Fund Library is sourced from Fundata Canada databases. Funds not appearing or data not updated in those databases will not appear or be updated on Fund Library. Only information on Canadian ETFs is available. For more information go to www.fundata.com.

Stock information appearing on Fund Library is soureced from Fundata Canada databases. Stocks not appearing or data not updated in those databases will not appear or be updated on Fund Library. Only information on North American stock exchanges is available. For more information go to www.fundata.com.

Mutual fund returns are presented net of the Management Expense Ratio (“MER”).

If you did not receive a confirmation email with a link to activate your Fund Library account:

• Check your “Junk” or “Deleted” email folder.
• If you cannot find the confirmation email, click the “Sign In” button located at the top of any Fund Library webpage.
• Enter the email address and password you used to create your Fund Library account.
• A pop-up window will appear.
• Check that the email address showing is correct, then click the “Resend Email” button.
• After resending, if you still cannot find the confirmation email, contact Fund Library by clicking the “Contact the Librarian” button at the bottom of any Fund Library webpage or by using the “Contact Us” option under “About Us” on the navigation bar.

To obtain historical pricing, contact Fundata Canada directly at:

Phone: (416) 445–5534 (ext 225)
or 1 (888) 328–9174 (ext 225)

Email: sales@fundata.com

We strive to have the most current data possible. Certain data points such as pricing and NAVs are updated each business day, while other data points, such as fund holdings are updated monthly, quarterly, and even semi-annually.

To contact the Librarian at Fund Library:

• Click the “Contact the Librarian” button at the bottom of any Fund Library webpage or use the “Contact Us” option under “About Us” on the navigation bar.
• In the pop-up window, enter your name (optional) and the email address (required) that we can use to contact you.
• Enter your message in the “Your message, comment or question” field.
• Click the “Submit” button.
• Note: We cannot reply to all messages directly, though the most interesting ones may be answered in an article or added to the FAQs page.