Online Documents Service
Make an eco-friendly choice by opting for our Online Documents Service, which gives you easy, secure access to all your account documents - trade confirmations, prospectuses, portfolio statements and tax slips - in one place!
What are the benefits of this service?
- Access your documents securely, as soon as they are available.
- Consult your archived documents for up to seven years.
- Access all account documents in one place.
- View, download or print any document.
- Do advanced searches by date, account, transaction, etc.
- Adjust the font size for easier reading.
- Reduce your environmental footprint - print only what you choose!
How to adjust your delivery preferences
Sign into our Online Services and select the eServices tab, then the Electronic Documents option. It's that simple!
You can modify your choices at any time and for any document.
Haven't signed up for Online Services yet?
It's easy! Click here and follow the instructions!
In addition to having access to your documents online, benefit from all of the interactive features reserved for National Bank Financial - Wealth Management clients, such as quotes, market information, retirement calculators and more!
Fr more information about this service, please do not hesitate to contact your Investment Advisor.