Frequently Asked Questions

Joining Fund Library is free with the option to upgrade to Premium for additional features. For more information, go to Membership Benefits.

To become a Fund Library member:

• Click the "Sign up Now" button on the green banner at the top or bottom of any webpage or click "Sign In" at the top right click "Join Fund Library”.
• Enter an email and password, indicate whether you want to receive electronic communications from Fund Library, accept the terms and conditions and privacy policy, then click the “Sign Up” button.
• Confirm your account by clicking the “Activate Account” link in the confirmation email sent to you.
• Sign in using the email address and password you used to join.

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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 “My Account” 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.
• A confirmation email will be sent to your email address.

Note: This is a permanent action that deletes your account and all its associated data, including your Watchlists and Portfolio Scenarios. Should you wish to re-join Fund Library in the future, you will need to sign up as a new member.

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” button at the bottom of any Fund Library webpage or by using the “Contact Us” option under “About Us” on the navigation bar.

For video guides on how to use the various features on Fund Library, go to Help in the navigation bar and click on Guides.

To create a new portfolio in the Portfolio Tracker:

• 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 Portfolio Tracker
• 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.”

The maximum number of funds that can be included in a Fund Comparison is ten.

In Portfolio Scenarios, cash represents an unallocated position of holdings in the portfolio.

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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 ETFs, only Canadian data is available. For stocks, only North American stock exchanges are available. For more information go to 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 fundata.com.

Stock information appearing on Fund Library is sourced 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 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 depending on the fund. Allocation information is updated monthly.

To obtain historical pricing, contact Fundata Canada directly at:
Email: sales@fundata.com

To contact us at Fund Library:

• Click the “Contact” 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.