Serving your clients: Portfolio Managers

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

Statement of Disclosure of Fees and Service Charges

An outline of NBIN’s fee schedule, services charges and other fees that can appear on client statements.

picto of a pdf Statement of Disclosure of Fees and Service Charges

Understanding Investment Portfolio Statements

Help your clients gain a better understanding of their portfolio statements.

picto of a pdf Understanding Investment Portfolio Statements

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 Resources

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.

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