My finances

Get smart with your money

Take control of your finances

Financial knowledge is the first step to good financial health. Learn a few simple money management rules and find out how a professional advisor can help you. You'll be flying in no time!

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Develop good habits

What's the best way to draw up a budget? How can you use credit wisely? How much should you save? We have practical advice and resources to help you get a handle on your personal finances.

Managing your personal finances

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Guidance and support

Your bank offers a wide range of financial resources for your daily needs and for your long‑term goals. Find out which type of advisor is best‑placed to help you understand and choose the solutions that are right for you.

See types of advisors

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Draw up a strategy

As your needs change, it's important to adjust your financial goals. Financial Planners1 are trained professionals who can guide you.

Understanding financial planning

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Women, dare to invest

How to take an active role in managing your finances, as a woman? How to be more involved? Demystify investing with the right tools and realize your life objectives.

Discover our events and articles

Solutions to improve your finances

Bank accounts

We've got banking packages tailored to your needs.

See all accounts

Credit cards

Earn rewards, cashbacks and more with our Mastercard® credit cards.

See all cards

Savings and investments

Start saving and watch your money grow.

Discover our solutions

Meet with an advisor to get tailored advice

Make an appointment

Understanding your finances

Little details that matter

Want to find out more about managing your finances?

Talk to an advisor to get tailored advice.

Make an appointment

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Terms of use
National Bank’s virtual assistant

When using our Virtual Assistant Service (the "Chatbot"), you accept these Terms of Use, which are subject to change without notice. Furthermore, you agree to consult these Terms of Use from time to time and acknowledge that your continuing use of the Chatbot means that you have accepted any changes that may have been made. Your continued use of the Chatbot means that you’ve read, understand and agree to these Terms of Use, the Terms of Use for our website, our Online transaction services, and to our privacy policy. You also understand any other agreements that you have with us will continue to apply when you use the Chatbot.

1. Our Services and your responsibilities

The Chatbot is an automated service which is integrated into our online banking platform.

The Chatbot is preprogrammed to answer general questions concerning the use of our online banking platform solely for informational purposes. The Chatbot is not able to answer questions on personal monetary transactions or products you hold with us.

By using the Chatbot, you understand and agree that:

  • The Chatbot does not provide financial advice or financial planning services.
  • The Chatbot does not conduct any banking transactions.
  • The Chatbot may not be able to answer all your questions. Therefore, it may not be able to provide you with the information you require. You must judge whether the answer provided responds to your question accurately. In the case of uncertainty, a customer service representative would be happy to help you. You can call us toll free at 1-888-483-5628 or 514-394-5555.
  • The Chatbot is not a complaint service. You cannot use the Chatbot to file complaints. If you have any complaints, you can contact us at the number indicated above.
  • We monitor, record and store the discussion that you have with the Chatbot to improve our interactions with our clients.
  • You will not provide the Chatbot with any confidential, personal, or private information. For example, you will not provide the Chatbot with your login information, PIN or other personal banking information.

2. Limitation of Liability

You acknowledge that we won’t be liable for any losses or damages that you may suffer as a result of your use of the Chatbot, including if the Chatbot is unavailable for any reason.

We cannot guarantee that the results obtained via the Chatbot will be accurate and reliable and that the answers provided will meet your expectations.

We will not be held liable for damages you incur as a result of:

  • Any delay, error, interruption or omission on our part or any other event beyond our control.
  • Any deficiency or technical error or any unavailability of our systems and wireless networks.
  • Your failure to meet any of your obligations.
  • Any amendment to or suspension, refusal or blockage of the Chatbot.
  • Any decision or measure you take in response to information and data obtained via the Chatbot.
  • Any other damages you may incur that are not caused by negligence on our part.

3. Language

You have requested that these Terms of Use, and related documents be drawn up in English.

4. Governing Law

These Terms of Use are governed and must be interpreted in accordance with the laws in force in the province or territory where you reside. If you reside outside Canada, the laws in force and the courts of competent jurisdiction are those of the province of Quebec.

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