Products and services

Discover our custody, trading and brokerage solutions for independent wealth management firms

Custody and Trading

Take advantage of our differentiated suite of custody, trade execution and brokerage solutions.

More than a custodian 

There’s more to running your business than custody and clearing. Get more for your clients with our specialized services. 

  • Investment fund services
  • Prime brokerage services
  • Managed portfolio solutions
  • Fully Paid Lending
  • Financial Research
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Enjoy a diverse curriculum of webinars, personalized training with the NBIN Academy to get the most out of our platforms and systems.

Our technology

The tools you need to power your business.


Service your clients, open accounts, execute trades and generate reports directly from our proprietary, centralized platform.

Get on the right path


Secure online access for your clients to view their accounts and documents.

Discover MyPortfolio+

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Banking solutions for network members

Exclusive programs and products for you and your clients, available through National Bank.

Got any questions?

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Sales team

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

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