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How do I switch mutual funds from an NBSI account?
To switch mutual funds from your online bank:
- Sign in to your online bank.
- Click Overview in the left menu of your screen.
- Select your investment account.
- Click Switch a fund.
- Verify if you need to update your investor profile, then click Continue.
- Follow the instructions to switch a fund.
To switch mutual funds from your National Bank app:
- Sign in to your mobile app.
- Select your investment account.
- Click the Switch button at the bottom of the screen.
- Verify if you need to update your investor profile, then click Continue.
- Follow the instructions to switch a fund.
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Why should I choose NBI Private Wealth Management? NBI Private Wealth Management is a premium discretionary portfolio management service. You can count on our team of professionals to make informed decisions so you and your family can enjoy peace of mind. -
When will I receive my annual reports and my portfolio statements? Annual reports are issued on December 31 each year. Your portfolio statements are issued quarterly, i.e., every three months. -
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Who manages NBI Portfolios and NBI Funds? National Bank Investments is the leading bank-affiliated asset manager in Canada. We do business exclusively with external portfolio managers selected to meet our standards of excellence. You'll benefit from the expertise of some of the world's top portfolio managers, whose performance is rigorously evaluated.
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