Advisor login
National Bank Investment offers its advisors a secure environment, providing access to several useful tools and information.
Access to advisor tools
Login to access many resources, including:
Funds facts
Marketing material
Market and managers insights
Customized proposal for your customers
CE Credits
Webinars
Login to access our secure environment
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Access to client accounts
Log into this portal and get several reports that will help you manage your customer accounts:
Deferred sales charge report
Portfolio evaluation report
Transaction report
Tax slips
Login to client accounts
See user guideNeed help? Call us at 1-877-463-7627
Sales team
From 8:30 a.m. to 5 p.m. ET, Monday to Friday
Operations support
From 8:30 a.m. to 8 p.m. ET, Monday to Friday