Constantly changing-and challenging-markets require differentiated tools, products and services to help you adapt-and succeed. And as a dealer you need to stay competitive, grow your revenues and help your advisors deepen their relationships with their clients. 

To help you achieve those goals, we are excited to offer one of the first trading services to provide accessibility to your mutual fund advisors registered with CIRO at B2BBFSI and with AMF at B2BBISI to trade in the ETF market!

Video 1
It's Time!
Video 2
Trading
Video 3
Advisor Access
Video 4
eDelivery & eReports

Contact us to learn more about B2B Bank's ETF platform and how to get started. 

How it works

Through our robust online trading platform, Advisor Access, mutual fund advisors registered with CIRO at B2BBFSI and with AMF at B2BBISI now have the ability to conduct intraday trades in the rapidly growing Exchange-Traded Funds market.

Our platform provides a full service solution for eligible dealers and advisors, from placing orders to issuing trade confirmations and statements to your clients.

Complete, end-to-end service

Manage trades from initial placement to completion including reporting that provides superior service to your clients.

Expanded
product suite

Conduct intraday trades on more than 400 qualified ETFs, and participate in a rapidly-growing market.

Digital platform
 

Complete transactions and manage client accounts efficiently, with online reporting and advanced trading functionalities available through Advisor Access.

Level playing field
 

Use products and services previously unavailable to mutual fund advisors registered with CIRO at B2BBFSI and with AMF at B2BBISI and their clients.

Full service solution (end-to-end)

Advisors places an order electronically through Advisor Access1

Orders are processed through our back office and transmitted to the exchange while the order status is updated on Advisor Access

Completed orders generate a trade confirmation that are sent to clients along with monthly statements displaying any trade activity

1Advisors should always consult their dealer head office for any additional proprietary rules prior to conducting ETF transactions on our platform.

Dealer/Advisor tools

We have created some tools to help you to start trading:

Dealer Guide

Fact Sheet

Sample B2BBFSI Dealer IC Agreement Addendum

Or

PDF icon PDF

Excel icon Excel

Advisor Access

Through Advisor Access, mutual fund advisors registered with CIRO at B2BBFSI and with AMF at B2BBISI have the ability to conduct intraday trades, and monitor the status of their client's orders.

More information

 FAQs

 Trade ticket (FSI)

 Trade ticket (ISI)