Online services
Access all your documents in one place
Green, convenient and secure
Get quick and easy access to all your account documents: trade confirmations, prospectuses, portfolio statements and tax slips.
3 reasons to choose online services
Convenient
- Access all your documents as soon as they become available
- Access all documents in the same place
- Documents stored for 7 years
Efficient
- Perform advanced searches by date, account, transaction and more
- Adjust the font size to make it easier to read
Green
Reduce your environmental impact: Only print the documents you need
You are in charge
Change your delivery preferences
You can change your delivery preferences for any document at any time. After you sign in, click the Electronic Services tab, then select Electronic Documents.
Sign up for online services
Access all your documents online and enjoy the interactive features reserved for National Bank Financial Wealth Management clients, such as stock market quotes and market news.
Our mobile site goes wherever you go
With our mobile site, you can quickly access your investment portfolio on your smartphone. You will be able to track your portfolio, consult assets details and obtain real-time quotes.
Overview of the site
Account summary
Access all the information you will need to manage your investment portfolio.
Asset details
View all your portfolio details as at the day's date, including the book value and market value and your unrealized gains and losses.
History
View a history of transactions for one or more of your accounts over a given period.
Current orders
Monitor your accounts and check the status of pending transactions and instructions, such as funds transfers.
Markets
Get quotes, review market summaries, keep up with financial news and manage your watchlists.
Funds transfers
Make RRSP or TFSA contributions, transfer funds from your bank account to a brokerage account and vice-versa and convert currencies.
Accessing the mobile site
To use our online services, you'll need a username and password. Sign up now by clicking here.
We are here to guide you
Need help using our online services? Ask one of our experts!
