Doing business with us as a deposit broker
If you haven't already conducted business with B2B Bank, and are ready to begin, these steps outline the processes involved.
Step 1: Contact Business Development
Your local Business Development Manager is your primary contact for new business at B2B Bank. They're also a good resource for any specific questions you may have about working with us, or to set up an appointment to meet face-to-face.
Step 2: Complete the required documentation
To begin doing business with us, we will send you a Deposit Agent Application and Profile form and two copies of our Distribution Agreement. Complete the Deposit Agent Application and Profile form and sign both copies of the Distribution Agreement. Return all fully completed documentation to:
199 Bay Street, Suite 600
PO Box 279 STN Commerce Court
Toronto ON M5L 0A2
Attention: Operations Relationships
Step 3: Submitting business
Once we've received your information, it will be reviewed and, if all is in order, we will assign you an agent code. One copy of the Distribution Agreement (signed by an authorized B2B Bank representative) will be returned to you with a confirmation of your new agent code. At this point, you may begin submitting business to us.
At B2B Bank, we appreciate your business and look forward to supporting you in your business-building goals.