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.

Banking That Works For Advisors®