Value-Added Account Services
B2B Bank Dealer Services delivers value-added account services for dealers, advisors, employers and investment management professionals.
- Account transfer assistance and services
- Fee for service advisors plan
- Group plan sponsor services
- Investment Counsellors & Portfolio Manager (ICPM) services¹
- Individual Investor Direct Trading option¹
- Self-directed mortgages
¹Offered by B2B Bank Securities Services Inc.