Serving your clients: Introducing Brokers

Welcome to NBIN 

Help your clients understand your firm’s relationship with National Bank using this guide

picto of a pdf Welcome to National Bank Independent Network

Accounts and Services Agreement and Disclosures  

Details on all account agreements and disclosures

picto of a pdf Accounts and Services Agreement and Disclosures

picto of a pdf Tax-Free Savings Account (TFSA) Declaration of Trust

picto of a pdf Education Savings Plan Terms and Conditions

My Portfolio+

Giving your clients complete online access to their accounts, statements, and tax documents

Access My Portfolio +

If your firm uses a customized Portfolio+ solution, this link will not work. Please use your custom link.

Regulatory Information

picto of a pdf How to Make A Complaint

picto of a pdf How CIRO Protects Investors

picto of a pdf Canadian Investor Protection Fund

picto of a pdf Strip Bonds and Strip Bond Packages Information Statement

Got any questions?

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Sales team

Take advantage of our sales team's expertise and receive personalized advice.

Contact our sales team

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Email

Write to us with the details of your request or question. We'll respond as soon as possible.

Send us a message