We partner with you to facilitate your role as an investment and insurance advisor and to enrich your client relationships. Our team is dedicated to providing your clients all across Canada with targeted and relevant banking product recommendations.
Thanks to our new Digital Hub, you’ll get optimised customer insights: target their needs and refer them to us through a simple and frictionless digital process, keep track of their progress and detect new opportunities.
Use your access code for your first sign in to our Digital Hub to refer a client.
To get an access code, you need to make your request online. If you wish to refer a client in the meantime, you can do so by filling out the form and faxing it to us.
If you belong to one of our partner firms but are not yet enrolled, you can submit an enrollment request by filling out the form.
National Bank mortgage solutions offer preferential rates and many benefits for clients looking to invest in a property or renew their mortgage.
For clients looking for financing to take on personal projects or simply looking for financial security, National Bank's lines of credit give access to funds when needed.
Suggest a financing solution that will help your clients carry out their projects and enjoy flexible repayment terms.
For clients who want to manage their finances online, National Bank offers a variety of bank accounts and packages that can meet their daily needs.
Give your clients access to the benefits of a credit card based on their needs: travel insurance, generous rewards, reassuring protections and more.
With this solution, your clients can leverage against their Whole Life or Universal Life policy for use in various needs.
Refer them to us and we’ll pick up where you left off.