Access your investment portfolio and documents online or with our app
Track your investments from your computer or mobile device. Our simple, user-friendly, and eco-responsible digital services offer the following features.
Easily communicate with your wealth management team and share documents from your online client space or the NBC Wealth mobile app. Download our guide on secured messaging.
The single sign-on user ID uses a single email and password for your various National Bank platforms.*
On top of making it easier to sign in to your accounts, this process offers greater security thanks to multi-factor identification using a validation code via text or email.
*National Bank Financial (NBFWM), National Bank Personal Banking, National Bank Direct Brokerage (NBDB), Private Banking 1859 (PB1859).
Want to check your portfolio on the go? The NBC Wealth app lets you keep track of all your investments anytime, anyplace.
Download the NBC Wealth app today.
For security and accessibility reasons, the NBC Wealth app is optimized to run on the latest Apple and Android operating systems.
Make sure that your device and the app are both updated to the latest version.
To update your operating system, go to Settings on your Apple or Android device.
Open the app on your mobile device and select National Bank Financial – Wealth Management.
Click the Remember me box, then enter your single sign-on user ID (email) and password.
If you do not have an email ID, but an account with an 8-digit ID, please contact our technical support service.
If you have investment portfolios with multiple National Bank divisions, a tab will be available to the right of the division’s logo.
We recommend that you activate biometric access on your first connection, in the Profile section, at the top right of the screen.
On the main screen of the app, click on Portfolio.
You will then see the list of all your investment accounts.
Choose the desired account and you will see the list of your assets under Assets, as well as your recent activities.
Sign in to the NBFWM platform and get a detailed view of your investments. You’ll also be able to access features such as:
Contact your wealth management advisor by email, phone or through the secure messaging system accessible from your client portal on your web browser or the NBC Wealth app.
Call us Monday to Friday from 9 a.m. to 5 p.m. (ET).
Write to us via email and we’ll make sure to get back to you with an answer to your investment questions as soon as possible.
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