Support

B2B Bank Dealer Services is a family of mutual fund and investment dealers serving Canadian dealers, advisors, and their investors.

Our service offering is a back office platform handling everything the dealer and advisor needs to open accounts, execute trades, deposit or withdraw cash, view reports targeted at dealers, advisors or investors and much more.

Our platform can be used as a complete back office solution so dealers and advisors can outsource these IT and operational functions. Alternatively, it can be used as a component of your platform, leveraging the best of each organization’s capabilities.

Banking That Works For Advisors®