Already identified your client's needs?
Access your Digital Hub and fill out the form to refer a client.
First time signing in?
Learn more about our Digital Hub features and secured account activation.
You will receive an email to obtain your clients' eSignatures.
They will simply need their mobile phones to access their emails and add their signatures.
Once their consent is registered, your referral will be sent to our advisors.
Once the form is submitted to National Bank, we will begin communicating with your client, providing customized product and service recommendations. You will then be able to track the file's progress.
You can always refer a client by filling out our referral form.